Investment Advisor (transferrable book required)
The Putney Financial Group
San Rafael, CA 94903Remote$75,000 - $150,000 a yearFull Time
Job Description
* The Putney Financial Group is looking for an Investment Advisor that has at least 5 year's experience in the industry.
* FINRA Series 65 & 7 Licenses preferred.
* California Life & Health License
* Need to have a book of business 10MM AUM.
* Keen ability to present complex solutions to a knowledgeable client base while building rapport and creditability in an advising capacity.
* For more information visit our website at: www.putneyfinancial.com
Job Type: Full-time
Pay: $75,000.00 - $150,000.00 per year
Benefits:
* 401(k)
* Dental insurance
* Health insurance
* Paid time off
* Relocation assistance
Experience:
* Financial concepts: 5 years (Required)
Work Location: Hybrid remote in San Rafael, CA 94903
* FINRA Series 65 & 7 Licenses preferred.
* California Life & Health License
* Need to have a book of business 10MM AUM.
* Keen ability to present complex solutions to a knowledgeable client base while building rapport and creditability in an advising capacity.
* For more information visit our website at: www.putneyfinancial.com
Job Type: Full-time
Pay: $75,000.00 - $150,000.00 per year
Benefits:
* 401(k)
* Dental insurance
* Health insurance
* Paid time off
* Relocation assistance
Experience:
* Financial concepts: 5 years (Required)
Work Location: Hybrid remote in San Rafael, CA 94903