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Financial Advisor (Downtown Portland)

compensation: Base Salary, Revenue Share and Bonus
employment type: full-time

Position: Financial Advisor

This is not a job opening, it’s a life opening! If you want to spend your career serving high net worth investors while utilizing your financial knowledge, sparkling personality and genuine desire to help others while earning a top income with almost unlimited potential, then this is the place to start. We’re not looking for just another excellent employee. We’re looking for team member who can help carry this firm into the future while learning, and living by, our core values. Our goal is to find someone who has the energy, skill, and vision to grow into an ownership role.

Here’s what you’ll need to be considered:
• Undergraduate Degree in Finance, Economics or similar, and/or a CFP designation
• Series 65 or equivalent
• A clean U4 and the ability to pass a background check
• 4+ years proven experience as an advisor or planner with business development success
• Excellent attention to detail, with multi-tasking and time management skills
• Strong knowledge base of investments, economics, and investor behavior
• Outstanding ability to communicate and influence
• A sincere desire to do good by the client

Your Role:
• Service a pre-defined group of our clients with responsibility to retain and grow those relationships
• Communicate our investment philosophy and counsel investors
• Provide financial planning and related advice as needed
• Actively seek new business that is a match for our style
• Work with other team members to hone our internal processes. Pitch in as needed.

Base Salary: $55k-$80k Reviewed annually and coordinated with overall compensation plan
Asset Based Compensation: % of Revenue from New Clients for the first 24 months of the client relationship; Also, a % of revenue from new assets from existing clients for first twelve months after funds arrive.
Bonus: Profit Share Possible
Target Earnings Year 1 = $85K – 130K
Target Earnings Year 3 = $160K
Long term compensation will evolve and may include ownership
Paid time off, Healthcare Insurance and Company Sponsored Retirement Plan with match available after 90 days.

  • Principals only. Recruiters, please don't contact this job poster.
  • do NOT contact us with unsolicited services or offers

post id: 7019339933


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