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Lead Advisor - J. Pink Associates, Inc
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Full-time
- The Lead Advisor is responsible for developing new business, managing relationships, providing personalized investment advice, and servicing clients.
- Promote and cultivate firm reputation among referral sources and the community
- Identify sales and asset retention opportunities; including viable alternatives when traditional solutions may not apply
- Self-motivated, highly driven and entrepreneurial personality
- The ideal candidate will have 3+ years of experience in the financial services industry allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
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