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Financial Advisors | Financial Advisor in Accounting & Finance Job at DM Stone Jobsinbrokerage1

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Financial Advisors

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Location:
San Diego, CA
Description:

MID-LEVEL ADVISORS The primary focus of our Mid-Level Advisors center their goals around setting appointments for themselves and Senior Advisors. A large portion of the appointments set may come from leads set via radio programs, marketing platforms, workshop events and referrals. A number of outbound phone call/dials are required to be made each day. This number will vary depending on the number of leads, recalls, event calls and follow up calls to attendees of our events and workshops that are in the process but should never drop below 50 per day. Mid-level Advisors are expected to set 6 appointments between themselves and Senior Advisors An appointment is considered to be qualified when a prospect has a min of $50,000 of investable assets. Within the 1st 2 mnths of joining our firm, all Advisors should have joined and be involved with 2 networking or community association groups. Other duties: Case preparation (this will be trained) New Accounts docs Administrative (e.g., data input, mailings) Client service and communications Required: Series 7/66 licenses, background as financial consultant Compensation range: To $48K DOE, plus incentive bonus Location: Poway, CA - Firm is well established and known in the area Resumes to XXXX@dmstone.com
Company:
DM Stone Jobsinbrokerage.com
Posted:
February 8 on Net-Temps
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More About this Listing: Financial Advisors
Financial Advisors is a Accounting & Finance Financial Advisor Job at DM Stone Jobsinbrokerage.com located in San Diego CA. Find other listings like Financial Advisors by searching Oodle for Accounting & Finance Financial Advisor Jobs.