What are the responsibilities and job description for the Investment Advisor position at ASSOCIATION FOR HUMAN ACHIEVEMENT?
Company Description
Registered Investment Advisor and Insurance Consultancy
Role Description
This is a full-time on-site role for a Registered Investment Advisor and Insurance Advisor at a rapidly growing RIA and insurance firm in San Jose, CA. All leads and marketing are provided. Base salary could lead to first year compensation of $300K, second year comp of $400K to $600K and total comp of up to $1 million/ year in succeeding years.
Qualifications
- Series 65 and insurance license. Clean compliance history.
- Financial planning skills and knowledge of insurance and annuities.
- Excellent rapport skills and presentation skills.
- Strong attention to detail and willingness to work hard.
- Excellent communication and interpersonal skills
- Professional certifications such as CFP or CFA are a plus
- Send a DM or email to Dr. Donald Moine. DrMoine1@gmail.com
Salary : $300,000 - $400,000