Mandatory Requirements:

-Must have a series 7 NASD license. 
-Must have license 63 or 66 or 65. 
-Must have Life and Health Insurance license.
-Must have anywhere from 5 to 10 years experience as a Wealth Advisor with a book.

Target: Experienced Wealth Advisor must do at least $250K in production. Anyone doing less than this amount will be considered but is not our target. 

This position is part of a Multicultural and Diversified Business Development Initiative, Hispanics and other talented minority candidates are extremely Welcome.

Experienced Wealth Advisors listen to their clients' life goals and objectives and leverage the power of our "client" 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.

Minimum Job Requirements:

The ideal candidate has 5 or more years of stable and progressively more responsible experience as a financial advisor developing business and establishing long-term relationships with affluent clients. 

A bachelor's degree in a business related discipline is strongly preferred; an MBA, JD, CPA, CFP, CIMA, or other related professional certification is a plus. 

Wealth Advisors are driven to be the best; they have a passion for excellence and work to exceed their clients' expectations. In addition to this drive and passion, you will need executive presence, extraordinary interpersonal skills, a strong team orientation, and resiliency. Success as a Wealth Advisor means you are a positive thinking self-starter with a track record of high achievement in everything you do. 

We have opportunities in the following cities: Los Angeles, Chicago, Boston, D.C., Houston, Dallas, San Francisco, San Antonio, New York, New Jersey, Connecticut, and Florida.

Enrique Mesones
President & CEO
Smart Connections Inc.
211 West 58th St., Suite 16
New York, NY 10019
Office: 646-837-0457
Fax:    212-247-2239
www.smartconnections.net