A successful and rapidly-growing RIA firm is seeking to add one advisor to their office in the Conshohoken, PA area. This is a great opportunity for an advisor who wants to grow with a successful organization without the need for prospecting.

Job Description and Requirements:

• Access to an existing marketing system
• New client appointments scheduled for you
• Little to no prospecting
• Meet with clients and close business!
• Series 65 required
• CFP a plus

A successful and rapidly-growing RIA firm is seeking to add one financial advisor to their office in the Charlotte, NC area. This is a great opportunity for an advisor who wants to grow with a successful organization without the need for prospecting.

Job Description and Requirements

• Access to an existing marketing system
• New client appointments scheduled for you
• Little to no prospecting
• Meet with clients and close business!
• Series 65 required
• CFP a plus

One of the fastest growing independent RIA firms in the country is seeking a Client Service Advisor for their office in the Centennial, CO area. This individual would work with an existing book of business with the support of a successful firm and marketing system.

Job Responsibilities and Qualifications

Work with existing clients of the firm
Client reviews
Portfolio analysis
Re-balancing
Look for other sales opportunities within the existing book
65 required
Salary plus bonus on revenue with full benefits. Great growth potential within the firm.

Grayling Associates, Inc., is the leading Financial Services recruiting and consulting firm in the country. Because of the tremendous increase in demand for our services, we are always looking to add to our teams in CT & FL

This new team member will be responsible for the following:

• Cold Call potential Candidates for hire, selling them a great new opportunity
• Work with Existing Grayling clients to support all Internal Administration and Advisor support recruiting needs.
• Recruiting Financial Advisors and Support Staff for client companies
• Work with Grayling team to drive activity and process
• Use phone calls, Indeed, LinkedIn, and other platforms to source candidates
• Meet with candidates by phone or Teams to screen
• Write descriptions for job ads and summaries of candidates to send to clients

Phone and Virtual Face to Face skills are necessary for success!

Qualifications:

• Strong communication skills
• Outgoing personality
• Exceptional organizational skills
• Strong follow through habits
• Cold calling experience
• Proficient in Microsoft Suite
• Ability to learn technology platforms easily
• Ability to collaborate with others
• Ability to be self-directed
• Strong writing skills

This Company Describes Its Culture as:

• Detail-oriented—quality and precision-focused
• Aggressive—competitive and growth-oriented
• Outcome-oriented—results-focused with strong performance culture
• Stable—traditional, stable, strong processes
• People-oriented—supportive and fairness-focused
• Team-oriented—cooperative and collaborative

Education:

• Bachelor's (Preferred)

Work authorization:

• United States (Required)