Job Description:

• Build client and asset acquisition through referrals, prospecting, seminars and networking

• Utilize financial planning tools to better understand clients’ needs

• Continually exceed sales expectations

• Familiarization with core products and services

• Adhere to compliance standards

Requirements:

The ideal candidate will have:

• 2+ years of Advisor experience

• Successful sales track record

• Active Series 63 or 66 license

Jamison Perry is a recruiting firm focused on partnering exceptional candidates with employers of choice. At Jamison Perry, we are built on four core values: Partnership, Transparency, Integrity and Passion. You can expect a positive and personalized experience. We love what we do. And, every day, we realize we have the opportunity to make a positive impact on someone’s company and someone’s career. Create your future with us!

Jamison Perry LLC is an Equal Opportunity Employer.