Spokane Jobs

This job ad has been posted over 40 days ago...

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Work with a national firm, Veritat Advisors, to build your own financial planning practice, choosing your own schedule and location. Our turnkey platform, built by an expert team including a Wharton professor, allows you to focus on clients and less on administrative tasks.
Requirements:
- Ability to network and the passion to serve the needs of your clients, including the middle-class
- Desire to offer objective help without bias from commissions
- College Degree
- Series 65 (preferred) or Series 7/63.
- 2 years of industry experience with clean compliance record
- Entrepreneurial mindset, but who is also open to some coaching and mentoring
- Additional certification (CFP, CPA, JD, some others) preferred
Ideal for:
- New advisors wanting a turnkey solution so that they can focus on building a client book
- Stay-at-home moms with industry experience who want to carry a partial client book
- Master planners entering into their own retirement but want to stay active
- Established independent advisors wanting a turnkey platform that would enable them to efficiently service the mass market
More Information about Veritat Advisors: www.Veritat.com
Recent Press Coverage on Veritat:http://online.wsj.com/article/SB10001424052748703988304575413422740203834.html?mod=wsj_share_twitterhttp://www.investmentnews.com/article/20110102/REG/301029975
Please contact us via the provided craigslist email link for more information!


Location: Spokane
Compensation: Various
Telecommuting is ok.
Principals only. Recruiters, please don't contact this job poster.
Please, no phone calls about this job!
Please do not contact job poster about other services, products or commercial interests.

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