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Financial Advisor / Investment Professional Job
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| Employer Name: BlueStone Financial LLC |
SpiderID: 2324562 |
| Location: San Antonio, Texas |
Date Posted: 6/29/2008 |
| Wage: Commission based |
Category: Finance/Investment |
| Job Code: |
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| Number Of Openings: 2 |
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Job Description:
Meet with potential clients, conduct a comprehensive financial review, and make a retirement/investment recommendation based on client goals, objectives, and risk tolerances.
If you are a Series 6 and 63 licensed financial professional, do yourself a favor and find out why BlueStone Financial could be the best employment decision you ever made.
If you are a non-licensed sales professional, BlueStone Financial will sponsor you through the licensing process as well as provide you with the appropriate study materials.
Job Requirements:
Our financial professionals typically set their own schedules and work up to 40 or more hours a week. The hours you work, which can be flexible, depend on the number of clients serviced, the amount of time spent servicing each client and the time involved in managing client investments.
The flexibility to work some scheduled evening and weekend hours is essential in providing high quality service for our clients who prefer evening or weekend appointments. Financial Advisors are commission based. The compensation package for advisors and investment professionals is very competitive, with no ceiling on earning potential. The exact amount of travel depends on the client base. As we move forward, client servicing tools are increasingly accessed through technology; however, face to face service is also an important part of servicing clients and is frequently required. Occasional travel for training, group enrollments, or regional meetings may also be required.
Job Criteria:
Start Date:
Position Type: Full-Time Permanent
Years of Experience Required: 0
Education Required: High School
Overnight Travel: Less Than 25%
Vacation Time: Negotiable / Other
Job Benefits:
Flex Time
Company Profile:
BlueStone Financial is an independent financial services firm, and we take great pride in serving the unique needs of families throughout Texas. Both the management and staff of our firm are committed to delivering exceptional services and insightful financial guidance for the ultimate benefit of our clients. We are a full service financial firm founded for the purpose of providing valuable counsel and a broad selection of non-proprietary products.
We are a small group of professionals focused on personalized service. It is our goal to provide more than great service. We are committed to teaching our clients, so they understand their investments and can participate in the process.
Contact Information:
| Contact Name: Steven Tohm |
Company Type: Employer |
| Company: BlueStone Financial LLC |
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| City: San Antonio |
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| State: Texas |
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| Zip: 78209 |
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