Registered Investment Advisor

CyberCoders; Rockville (MD); Remote; USD 90,000 - 120,000; Full time

Job summary

An established industry player is seeking a skilled Registered Investment Advisor to join their dynamic team. This remote position offers the flexibility to work from anywhere, allowing you to leverage your existing book of business while contributing to a collaborative environment. You will play a crucial role in recommending investment products, identifying new business opportunities, and ensuring client satisfaction. With a competitive salary range and comprehensive benefits, this opportunity is perfect for those looking to advance their career in investment management. Don't miss your chance to make a significant impact in a thriving firm!

Benefits

Vacation/PTO

Medical

Dental

Vision

Qualifications

• Must have a book of business and experience as a Registered Investment Advisor.
• Strong knowledge of investment products and client management.

Responsibilities

• Recommend suitable investment products based on client objectives.
• Identify new business opportunities and promote strategic relationships.
• Collaborate with specialists for comprehensive client solutions.

Skills

Registered Investment Advisor

Investment Management

Business Development

Client Relationship Management

Education

Series 65

Series 67

CFP Certification

Job description

If you are a Registered Investment Advisor with experience, please read on!

-REMOTE-

We are an Investment Management Firm with 16 years of institutional money management experience based out of Rockville, MD. We are looking for a RIA with a previous book of business to join our team of successful professionals. You have the choice to work 100% remote, hybrid, or in the office. Come join our team- apply today!

MUST have book of business

Top Reasons to Work with Us

$90-$120,000/year base salary, it's completely negotiable based on your book of business

REMOTE POSITION

What You Will Be Doing

• Recommend investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences.
• Identify and promote new business opportunities & referrals for strategic relationships, i.e. accountants, trust lawyers and insurance professionals.
• Seek the expertise of specialists, where appropriate, to identify banking, lending, planning and investment solutions for a client.

What You Need for this Position

• Series 65, 67
• CFP
• Financial Advisor

Benefits

• Vacation/PTO
• Medical
• Dental
• Vision

So, if you are a Registered Investment Advisor with experience, please apply today!

Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Clint Naegel.

Email Your Resume In Word To:

Looking forward to receiving your resume through our website and going over the position with you. Clicking apply is the best way to apply, but you may also:

[e-mail]

Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : CN2-1845928 -- in the email subject line for your application to be considered.

Clint Naegel - Sr. Executive Recruiter

For this position, you must be currently authorized to work in the United States without the need for sponsorship for a non-immigrant visa.

This job was first posted by CyberCoders on 11/28/2022 and applications will be accepted on an ongoing basis until the position is filled or closed.

CyberCoders is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance
• Industries
• Accounting