ResponsibilitiesContinue to learn and master the Firms standard operating procedures (SOP)Must have active LLQP or MFDA licenses (willing to obtain other)Build sales and client relationships with new and existing clientsAdhere to all relevant regulations and compliance standards. This includes maintaining accurate records and documentation Range- $60,000- $80,000 Variable: Quarterly Bonus- 10%-30% Grid based on total new business OR Commission- Split 30% on new business, no residual Office Space- $0 Administration Support- $0 Technology- supply own computer Insurance, and Association dues- $100-$200/ monthConsistently meeting the outlined success measures Progression in, or the completion of continued education (CFP, CLU, CIM, etc.)An election can be made by the firm to transition from Associate Advisor to next level at anytime
Job Title
Financial Advisor