Position: Financial Advisor
Locations: Ponte Vedra, Florida (Nocatee), Mequon, Wisconsin, Delafield, Wisconsin, or remote for the right candidate.
As a financial advisor, you will be responsible for new business development and keeping current clients delighted. Ideal candidates will have 5+ years of experience in new business development for mass affluent and high net worth financial planning and investment management clientele. This is a full-time position. In our experience, only 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 – 414.755.2309 x101.
More about our services for advisors can be found here.
– A proven track record of being trustworthy, ethical, and honest.
– A passion for helping people achieve their life and financial goals.
– Series 65 exam in good standing.
– MBA, CFA, CFP and/or CPA desirable.
– Existing book of business.
About Highland Investment Advisors:
Highland is a partner for individuals and independent financial advisors. We provide fee-only wealth management guidance and solutions based on a thorough understanding of each client’s situation and goals. Our clients benefit from access to sophisticated investment and financial planning expertise, and personalized service from an independent firm. Our offices are conveniently located at the Nocatee town center in Ponte Vedra, Florida, just north of Mequon Road off Port Washington Road in Mequon, Wisconsin, and in Delafield Wisconsin.
If interested, please send a cover letter and resume to firstname.lastname@example.org