Shard Financial is looking for another Wealth Advisor to join their exceptional team! Candidates must have a Series 7, 63, 65/66, and be Life and Health Insurance Licensed. A CFP® is preferred but not required. Different compensation packages depending on experience. Qualified candidates will have at least 3 years of experience and a clean compliance record.
Shard Financial operates as a team. When we say full support team, we mean it! Our support team handles all paperwork, transfer follow up, and research and trading. If you are looking to be able to really work with clients to develop deep relationships and help them reach their goals, then Shard Financial offers the best opportunity for you to do that! Our firm is growing very quickly. Our robust marketing plan includes various media sources, such as digital, print, direct mail, radio, and tv. We also have numerous community and client events during the year that are paid for by the firm.
If you want to join a fun, cutting edge team of top talent, then let’s talk! Email resumes and cover letters to Margie.Shard@shardfinancial.com. All inquiries will be kept confidential.