Licensing Coordinator

A rapidly growing FMO/IMO company in the Fort Lauderdale, FL area is looking for a licensing coordinator to join their team. This individual will perform a wide variety of administrative duties to support the licensing and contracting of financial advisors who join the company. Job Responsibilities Job Qualifications Benefits

Read More

Appointment Setter

A successful financial services firm in the Fort Lauderdale, FL area is seeking an appointment setter. This position includes sales, business development, event facilitation, calendar management, and appointment setting. Job Responsibilities: Job Requirements: Salary is dependent on experience, plus bonus. *Note: This is not a marketing position in the creative sense, as in digital marketing or…

Read More

New Business Coach

A local FMO/IMO in the Fort Lauderdale, FL area is seeking a candidate with experience writing ACAT, annuity, and financial applications to join their rapidly-growing firm as a new business coach. Responsibilities include but are not limited to training advisors and staff, explaining financial applications, scrubbing applications, and regularly scheduled calls and meetings. Key Responsibilities…

Read More

Bank/Financial Advisor

Independent bank based out of Fort Lauderdale, FL branch is looking for a quality Financial Advisor to work with their clients. The value to an advisor is the quality client base the advisor will have access to. Besides the tellers and loan officers, they have Commercial Bankers that will drive most of their high-end quality…

Read More