Senior Wealth Advisor Job

Employer Name:	SpiderID: 2220478
Location: Fort Worth, Texas	Date Posted: 5/10/2008
Wage:	Category: Finance/Investment
Job Code:
Number Of Openings: 1

Job Description:
Advisor will participate in the ongoing development of the firm’s investment management and financial planning process.

Drive business development effort to meet company revenue goals

Comply with regulatory and continuing education requirements

Job Requirements:
Candidate will:

Have at least 5 years of financial service and investment advisory experience

Have a current book of clients in a fee based model that has produced at least $100,000 in gross revenues over trailing 12 months

At a minimum, possess Series 7, 63 & 65 licenses

Preferably have CFP or CFA designation or willingness to pursue

Job Criteria:
Start Date:
Position Type: Full-Time Permanent
Years of Experience Required: 5
Education Required: Bachelors
Overnight Travel:
Vacation Time:

Company Profile:
Registered Investment Advisory firm providing finanacial planning and investment management services

Contact Information:

Contact Name: Jefferson	Company Type: Employer
Company:

City: Dallas/Fort Worth
State: Texas
Zip: