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
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.