Financial Advisor
at
IPG
in Miami, Florida
posted by Company Recruiter
Published at 08-30-2010
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I represent an investment consulting/advisory group who are looking to open several offices in FL. over the next 18 months and they asked me to contact you. The company’s main focus as investment and fiduciary professionals is to serve the needs of small and medium sized businesses and professional groups. This is accomplished through creative qualified plan designs and fiduciary support for qualified plans, plus providing related wealth management services to the owners and key employees of those firms.
They are a full service, independent, qualified retirement plan consulting, administration, and investment firm headquartered in the Midwest. The firm has a regional consulting and administrative office in, AZ, NE, NM, and MN. They are looking to open up several office on the east coast especially Fl. If you would like to speak with them please let me know a time and day and I will schedule a meeting so you may find out more about the group. I look forward to talking to you soon.
Below is a brief job description of what we are looking for in a Financial Advisor:
Position entails the desire to be considered a qualified plan (401(k), Cash Balance, 403(b)) professional prospecting and developing a client base, as well as the day-to-day management of client portfolios. Qualified Plan consulting, Fiduciary governance, financial planning, portfolio management, client reviews, client relationship management, insurance products, and sales and marketing are all part of what is needed to be successful in this position.
Are you interested in being considered a premier professional in the qualified plan and fiduciary governance space?
Are you interested in cross selling to 401(k) plans?
Do you want to take advantage of existing relationships with highly compensated executives?
Is a higher payout something in your future?
I represent an investment consulting/advisory group who are looking to open several offices in FL. over the next 18 months and they asked me to contact you. The company’s main focus as investment and fiduciary professionals is to serve the needs of small and medium sized businesses and professional groups. This is accomplished through creative qualified plan designs and fiduciary support for qualified plans, plus providing related wealth management services to the owners and key employees of those firms.
They are a full service, independent, qualified retirement plan consulting, administration, and investment firm headquartered in the Midwest. The firm has a regional consulting and administrative office in, AZ, NE, NM, and MN. They are looking to open up several office on the east coast especially Fl. If you would like to speak with them please let me know a time and day and I will schedule a meeting so you may find out more about the group. I look forward to talking to you soon.
Below is a brief job description of what we are looking for in a Financial Advisor:
Position entails the desire to be considered a qualified plan (401(k), Cash Balance, 403(b)) professional prospecting and developing a client base, as well as the day-to-day management of client portfolios. Qualified Plan consulting, Fiduciary governance, financial planning, portfolio management, client reviews, client relationship management, insurance products, and sales and marketing are all part of what is needed to be successful in this position.
Are you interested in being considered a premier professional in the qualified plan and fiduciary governance space?
Are you interested in cross selling to 401(k) plans?
Do you want to take advantage of existing relationships with highly compensated executives?
Is a higher payout something in your future?
