Careers

Director of Financial Services - BMS

Multiple Locations, VA

Description

Benefits to Affiliating as the Director of Financial Services (BMS)

·         Office, computer and financial planning software/tools

·         Minimum number of client introductions per month

·         Ability to retain selected existing clients relationships

·         Administrative assistant with full support of the firm and staff

·         Dedicated business, investment planning and marketing support (provided by firm/1st Global)

·         Payment of licensing and registration fees

·         Competitive payout on all products used to implement financial planning recommendations (e.g. fee-based investments, brokerage, alternative investments and insurance)

·         1099 income plus other subsidies

·         Training meetings throughout the country each quarter

·         …..and much more

Qualifications

·         FINRA Series 7, 66; Insurance life/health license

·         One or more professional designations (CFA, CFP, CLU or ChFC)

·         Minimum of 7 years of client facing production experience, with verifiable commissions of $100,000+ annually

·         Experience providing a full range of financial planning solutions (fee-based, securities, insurance)

·         Investment philosophy in line with 1st Global’s philosophy

·         Professional image and consultative sales style

Skills

We are looking for accomplished financial advisors with a strong track record of success and a passion for financial planning and wealth management to work inside 1st Global-affiliated tax and legal firms on a full-time basis. The advisors we wish to recruit are entrepreneurial, experienced financial planners whose professionalism, competence, and integrity complement the traditional services and high practice standards of CPAs and attorneys.

Apply Now!

Director of Financial Services - BMS


Send an email to LearnMore@1stGlobal.com

Be sure to attach all relevant supporting documentation, i.e. cover letter, resume, portfolio samples.

 

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