It s time to take a PROACTIVE APPROACH to your CAREER.
Make your next career move now.
It s the truth, many jobs are filled before they are even posted. This is the case of who you know, not what you know. If you choose to partner with us, you re in luck because we know many hiring managers and have inside tracks with potential employers due to our many years of recruiting experience.
Let s get to know each other. Whether you reach out to us directly or you ve been referred to us by one of our satisfied candidates or employer-clients, we take the time to get to know you.
After you send us your resume, we ll ask you to come to our office for a proper meeting. We want to get to know you and understand your personality as well as get an idea of your work habits and preferences. This is a vital part of our interviewing process that helps us connect you with companies that are a good fit and vice versa.
We fill full-time and part-time positions and everything in between.
If working full-time doesn t fit with your schedule, you might be right for a variety of other positions that we help fill.
- Part-time
- Full-time
- Contract
- Permanent
- Contract-to-Permanent
- Consulting
We offer amazing benefits for our contract & temp-to-hire employees.
We recognize the hard work and dedication of temporary employees who are on assignment through Boutique Recruiting. Click here to see what type of benefits you may be eligible for.
- Part-time
- Full-time
- Contract
- Permanent
- Contract-to-Permanent
- Consulting
Wealth Management Advisor (Series 65 required)
Job Description
A well-established wealth management firm in Lewes, DE is seeking a talented Financial Advisor to join their team in a client-facing role! As an Advisor, you will play a crucial role in assisting clients with their financial goals and investment strategies. The firm is looking for an individual with a proven track record in the wealth management industry who can provide exceptional service and guidance to their valued clients. You will be joining a small team of friendly professionals, who collaborate well together. The company offers full medical coverage for employees, growth opportunities, a bonus structure and more!
Pay Range: $60,000 - $90,000 DOE
Responsibilities:
- Meet with clients to analyze their financials and discuss investment goals
- Review and assess clients' investment portfolios to identify areas for optimization and improvement
- Present investment strategies and provide clear explanations of the recommended investment vehicles
- Maintain ongoing communication with clients to provide updates on portfolio performance, market trends and investment opportunities
- Foster and maintain strong client relationships, ensuring a high level of professionalism and trust
- Stay up-to-date with industry trends, financial regulations, and investment products to deliver comprehensive and accurate advice to clients
Requirements:
- Minimum 1 year of advisory experience in the wealth management industry
- Proficiency in Excel and Word
- Series 65 license
- Bachelor's degree is preferred
Benefits:
- Competitive salary
- Bonus structure
- Medical, Dental and Vision insurance
- 401k with 3% match and profit sharing
- PTO/PSL
- Friendly, small office
If you are a driven professional with a strong a desire to make a meaningful impact on clients' financial well-being, apply now!
#INDOPS #INDACT #LI-POST #LI-ONSITE
Share This Job:
Related Jobs:
Login to save this search and get notified of similar positions.About Lewes, DE
