Associate Financial Advisor
Kestra Financial Independent Advisor(1 year ago)
About this role
Peak Mountain Advisors is seeking an Associate Financial Advisor to join its independent wealth management firm and support daily financial planning and client servicing. The role is ideal for a financial advisor with 3+ years of experience looking to transition an existing book of business, learn from an experienced advisor, and grow within a team. Compensation includes an annual base plus a competitive grid payout tied to relationships and new clients.
Required Skills
- Organized
- Time Management
- Verbal Communication
- Active Listening
- Critical Thinking
- Ethics
- Trustworthiness
- Client Relations
- Financial Markets
- Estate Planning
+4 more
Qualifications
- Life, Health and Accident License (CT)
- FINRA Series 7
- FINRA Series 66
About Kestra Financial Independent Advisor
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