Sequel Insurance Agencies · United States · Just now · 0 applicants
NewRemoteFull-timeSenior
Pay
$75k–$90kListed
Workplace
Remote
Job type
Full-time
Level
Senior
Source: jobright · Posted by joined-scrapper
About the role
Seeking an experienced Financial Advisor to grow and service a retirement and wealth management business, combining business development, portfolio management, and comprehensive financial planning for individual and corporate clients.
What you’ll do
Business development
Portfolio management
Retirement plan servicing
Comprehensive financial planning for individual and corporate clients
What you’ll need
Minimum of 5 years of financial advisory, wealth management, or retirement plan experience
Active FINRA Series 7
Strong knowledge of investment products, wealth management strategies, and qualified retirement plan operations
Willing to work under the Cambridge corporate RIA
Valid US work authorization
Proven track record in consultative sales, asset gathering, and proactive client retention
Original job description
Feingold Companies is seeking an experienced Financial Advisor to grow and service its retirement and wealth management business. The role combines business development, portfolio management, retirement plan servicing, and comprehensive financial planning for individual and corporate clients.Minimum of 5 years of relevant financial advisory, wealth…