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Business Development Rep - Investment Advisory Firm

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POST DATE 9/16/2016
END DATE 6/16/2017

DM Stone Walnut Creek, CA

Walnut Creek, CA
AJE Ref #
Job Classification
Full Time
Job Type
Company Ref #


Prestigious registered investment advisor and financial planning firm in Walnut Creek (near BART) is looking for a successful financial services sales person from the retail investor space, who connects well with COIs and high net worth investors, and is comfortable selling investment mgmt. and financial planning services. Compensation will consist of salary plus substantial commission potential. Series 65 or 66 required, or may obtain after hire. Series 7 license will not be registered, as this is not a broker-dealer. Territory will be northern California. Exciting oppty for the right candidate!


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