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Posted: Monday, January 29, 2018 4:01 AM

Job Description:/h3:
We are currently seeking an experienced financial adviser to add to our long standing, independent asset management and financial planning firm. Minimum of 5 years experience desired. Position oversees client communications model and dispenses investment and planning guidance. Primary responsibility is communicating with firm clients by phone and in:person on a daily basis. Position reports to company CEO and coordinates with existing team in delivering broad palette of firm services. Responsible for maintaining and strengthening client relationships and uncovering assets. Competitive salary including adjustment of base in recognition of advisory AUM migrated within first year of employment should such exist. Semi:annual bonus structure.
Applicants must live in Rochester New York or surrounding communities.


Source: https://www.tiptopjob.com/jobs/77445084_job.asp?source=backpage


• Location: pittsford, Rochester

• Post ID: 35583777 rochester
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