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Investment Advisor

Company: Putney LLC
Location: San Rafael
Posted on: January 20, 2023

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

Keywords: Putney LLC, San Rafael , Investment Advisor, Other , San Rafael, California

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