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Financial Advisor/Team Leader

Morgantown, West Virginia
  • Regional Firm   in the Financial Services Industry ---looking for Top Financial Professionals to work in a Team environment as a Financial Advisor and/or Team Leader!

  • The firm takes an holistic approach to Coaching and Advising clients on matters related to money, finances and wealth management.
    This position is highly entrepreneurial and involves extensive client development, prospecting, and consultative selling.

    Advisors listen to their clients' life goals and objectives and leverage the power of the firm to develop financial plans that help them get there. They participate in training and development throughout their careers to continually improve their ability to provide the best advice and service for their clients.
    As you advance in your career and build your business we offer advances levels of training coaching and mentoring. The old adage, in business for yourself but not by yourself, is an accurate description of the advisors experience.
    In addition, you will be able to participate in our industry leading compensation and retirement programs , including; a matching 401k, defined benefit pension plan, non-qualified deferred comp based on productivity and health insurance benefits. In addition to top compensation and fringe benefits, we offer our associates a professional office environment funded by the firm --- not you.

    You are a professional with at least 3- 5-years of experience,:
    Series 6, 65, 63 or 7, 66
    * Marketing/business development aptitude
    * Entrepreneurial spirit with a strong work ethic
    * Excellent interpersonal skills and high level of integrity
    * Competitive drive and achievement oriented
    * High degree of self-confidence and empathy
    * A bachelor’s degree or equivalent education is expected
    * An MBA,CFP, CLU,ChFC, RIPC, JD, CPA or CFP are valued

    Re- Start your “Career” now by contacting me to set up a time to have a meaningful conversation with the president of the firm.

    Thank you for your consideration! 

Pamela J. Kortekamp
Lifetime Recruiting Strategies
"Developing Relationships that last a Lifetime"
Please contact me with any questions:
(w) 513-753-4926


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