Financial Planning Director

Employer
Confidential
Location
Lebanon, New Hampshire
Salary
Open
Posted
Sep 06, 2019
Closes
Oct 06, 2019
Job Role
Wealth Advisor
Employment Type
Full Time
Level
Experienced

We are looking for accomplished financial advisors with a strong track record of success and a passion for financial planning and wealth management to work inside  1st Global affiliated tax and legal firms on a full time basis. The advisors we wish to recruit are entrepreneurial, experienced financial planners whose professionalism, competence and integrity complement the traditional services and high practice standards of CPA''s and attorneys.

 

We have other locations in need of an accomplished financial advisor.  Please inquire about other locations.



Skills

  • FINRA Series 7, 66; Insurance life/health license
  • One or more professional designations (CFA, CFP, CLU or ChFC)
  • Minimum of 7 years of client facing production experience, with verifiable commissions of $100,000+ annually
  • Experience providing a full range of financial planning solutions (fee-based, securities, insurance)
  • Investment philosophy in line with 1st Global’s philosophy
  • Professional image and consultative sales style