-REMOTE - Registered Investment Advisor

CyberCoders Remote
remote registered investment advisor advisor advisor email remote registered investment advisor management team pto medical dental investment management
January 24, 2023
CyberCoders
Portland
FULL_TIME
If you are a -REMOTE - Registered Investment Advisor with experience, please read on

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

Top Reasons to Work with Us

$75-$95,000/year salary
  • Vacation/PTO
  • Medical
  • Dental
  • Vision
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
  • 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:

[email protected]
  • Please do NOT change the email subject line in any way. You must keep the JobID: linkedin : CN2-1716140 -- in the email subject line for your application to be considered.***
Clint Naegel - Sr. Executive Recruiter - CyberCoders

Applicants must be authorized to work in the U.S.

CyberCoders, Inc is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected by law.

Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.

CyberCoders will consider for Employment in the City of Los Angeles qualified Applicants with Criminal Histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance.


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