Senior Financial Advisor/New Business Development Leader Sought
Senior Financial Advisor
Posted: October 2012
Type: Full time
Experience: 5+ years of new business development for mass affluent and high net worth financial planning and investment management clientele.
Responsibilities: New business development and keeping current clients delighted.
Industries: Financial planning, investment management.
Compensation: Based on production.
This is a full time position with long-term partnership potential.
One in one hundred people are the type of fiercely independent, high achievers our firm is looking for to grow. Confident that you are this person? Call us – 414.975.2865
Here’s what we are looking for:
-A proven track record of being trustworthy, ethical, and honest.
-A passion for helping people achieve their life and financial goals.
-Experience as an entrepreneur/business owner a plus.
-Longstanding ties to the community.
-Series 65 exam in good standing.
-MBA, CFA, CFP and/or CPA desirable.
-Existing book of business.
Highland Investment Advisors, LLC (Highland) serves as a partner for individuals and families, independent financial advisors, small businesses, and not-for-profit organizations. We provide fee-only wealth management guidance and solutions based on a thorough understanding of each client’s situation and goals.
WHAT WE DO
Our clients benefit from access to sophisticated investment and financial planning expertise, and personalized service from a local, independent firm. We are not in the insurance business and we do not sell annuities or investment products. We work on a strictly fee-only basis in a fiduciary capacity for the benefit of our clients. Our Form ADV Part IIA and IIB are available upon request.
Highland aims to “promote our client’s prosperity while protecting their peace of mind”. Promoting prosperity means putting ourselves on the same side of the table as our clients. It means bringing all of our knowledge, skill and experience to bear on each client engagement to minimize risks and maximize opportunities. Through a rigorous and thorough process, our clients will achieve peace of mind that they have partnered with an exceptional steward of their financial lives.