2018-02-07

Independent Financial Advisor
Job Opportunity at BancSearch

Posted on Feb 7

http://www.bancsearch.com    +1 (918) 496-9477

Location: Tulsa, OK
Job Type: Full Time
Job ID: W4151365

Known for their exceptional support and collaborative culture, our client is looking for Independent Financial Advisors to join their Supported Independence program.   As an Independent Financial Advisor, you will be given the resources to build a successful practice.  There are opportunities available nationally.

Duties:
As Independent Financial Advisor, you will: 
  • Create a culture for your practice that reflects your values
  • Work with leading edge technologies to increase your AUM
  • Use streamlined operational efficiencies to spend more time with you clients and prospects to build your business
  • Build your own marketing plan to successfully achieve your goals
Qualifications: 
  • FINRA Series 7 and 63
  • Clean U-4
  • Minimum trailing twelve of $200,000
Compensation:  Compensation starts at 70% of trailing twelve up to 92% of trailing twelve

Keywords:  Wealth Management, Investment Management, Financial Advisor, Portfolio Manager
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