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Financial Advisor / Planner

Posted 151 days ago in Accounting/Finance


We have an opportunity for an advisor to join our client, a 37- year old Investment Advisory firm located in the new Streets of St Charles town square environment.

Consider some of the advantages to becoming an associate with our firm:
*  Firm manages over $300MM; we take a Financial Planners approach with    clients.
*  We have a staff of 20 professionals, working together for your clients.
*  Includes a full in-house tax service.
*  Consistently the top advisor/firm for an independent broker dealer that is   rated as one of the top firms, as it pertains to average advisor production. 
* Salary plus generous bonuses based on production
*  Firm owner has won numerous awards,
* The right person could lead to participation in a succession plan.

Be a part of the firm run by the Best Financial Planner in St Charles County, according to the readers of Suburban Journal.