Previous Job
Previous
Financial Advisor
Ref No.: 17-00334
Location: Blue Bell, Pennsylvania
Financial Advisor
SEARCH Group Partners, a premier recruiting firm, is looking for an experienced Financial Advisor for one of our clients,
a well established high net worth RIA, located in Salt Lake City, UT.

The firm is affiliated with the largest non-bank owned financial service firm in the country. The local leadership team has deep experience in wealth management and business building. Our client is seeking a candidate who is an experienced wealth advisor with a great deal of integrity. Our client is willing to consider purchasing your existing book or in supporting the right person who wants to be a business leader in this space.


Here are a few things you'll likely find yourself doing in this role...
  • Provide integrated financial planning and portfolio management services to high net worth clients
  • Partner with our Salt Lake City clients to help grow your book of business.
  • Utilize our proven process that provides successful wealth solutions
  • Utilize our team of sales support personnel to give your clients the service and performance they are looking for.
Here's what you need to have...
  • 3 years advisory, business development, and sales experience
  • Bachelors degree Preferably Finance or Accounting
  • Series 65 or 7 license
  • Excellent communication skills
  • Successful Sales background

About SEARCH Group Partners:
SGP provides professional talent acquisition and consulting services. The services we offer include temporary, temporary-to-hire, permanent placement, executive search, consulting, interim management transitions, on-site solutions, outsourcing, talent development and human resources. SGP believes in and understands the importance of investing time into both our clients and candidates. We know what it takes to forge successful, professional, long-lasting relationships and partnerships. We represent an exclusive network of professionals and take the time to get to know every one of our clients and candidates personally.


At SEARCH Group Partners, we celebrate and support diversity and are proud to be an Equal Opportunity & Affirmative Action employer. In order to comply with federal regulations, we maintain records of the race and gender of applicants. For this reason and this reason only, we ask that you indicate your gender, race and ethnicity. If you do choose to answer these questions, this information will not affect your being considered for employment opportunities for which you are qualified.