Investment Advisor
Company: Putney LLC
Location: San Rafael
Posted on: January 20, 2023
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Job Description:
Job DescriptionWe are seeking a thoughtful and professional
investment advisor to join our team at our well-established
boutique investment firm. The investment advisor will provide
clients with sound financial guidance and make critical
recommendations to help the client decide how to best utilize their
assets. A successful candidate will be able to demonstrate his/her
ability to research the marketplace for investments and services,
effectively help customers identify their needs, design and present
financial strategies and, of course, add to their AUM. You will
deliver personalized investment solutions to help clients work
toward their long-term financial goals. Interested candidates
should contact Greg Gener at 415-460-1990.Qualifications required:A
transferrable book of business of $10,000,000 or more.Current
Series 66 license.At least five years of experience.Familiarity
with investment products and services.Ability to build rapport with
clients.Strong analytical skills.Excellent written and verbal
communication skills.Our firm will house the successful applicant
in a refined professional office environment that supports remote
work on occasion. Company DescriptionRegistered Investment Advisory
firm with 250 clients. For more information please visit
www.putneyfinancial.com
Keywords: Putney LLC, San Rafael , Investment Advisor, Other , San Rafael, California
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