Financial Advisor

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



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.