Licensed Series 766 Financial Planner

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POST DATE 9/16/2016
END DATE 10/16/2016

DM Stone Santa Clara, CA

Santa Clara, CA
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Full Time
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Open position in Santa Clara:Financial PlannerOur client, one of the largest and most well-known financial planning and investment advisory firms in the country, is seeking a skilled Financial Planner to join our firm. FINANCIAL PLANNERSIf you are an experienced advisor with a strong planning background, let's talk. We're looking for talented professionals who want to serve the client's best interests using our proven approach. By working with us, you can enjoy greater career success than you ever thought possible? we can provide you with all the clients you can handle, as well as the services, systems and support you need. It goes without saying that our investment management is everything you'd want it to be.WHAT YOU NEEDSuccessful candidates will have at least five years of experience working directly with consumers, turning them into clients by analyzing their needs, developing and presenting recommendations, and maintaining effective relationships to help them achieve their goals. Candidates must have a clean compliance record, the Series 7, 63 and 65 or 66 and insurance licenses, and ideally at least one professional designation.WHAT WE'LL PROVIDEWe will provide you with extensive training and support during your transition, plus ongoing, complete administrative support and a regular stream of prospective clients for you to serve. If you currently have Planning Assistants in your practice, we will consider hiring them for you; if you don't have assistants to refer to us


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