Location: New York,NY, USA
This is a 100% remote Financial Advisor opportunity working on a 1099 basis. You can either have a previous book of business to bring over or start fresh!
Our client is built by accomplished industry leaders with a vision for a boutique investment bank with a strong foundation in extraordinary service. Their business model is simple: offer a top-tier competitive-payout platform to independent registered representatives at a reasonable price, so they can thrive in any market. They re committed to providing you with the highest standards in personalized service, delivering the best solutions for your client's individual financial needs.
Financial Advisor:
Our client is a 25 year old boutique Investment Bank. Their associates primarily manage investments for individuals, family offices, high net worth individuals and institutional 401K plans. They also provide financial planning and retirement advice and cater to their insurance and annuity needs. Their retail investors are active participants through them in equity IPOs and new issue corporate and municipal bonds. Their associates also facilitate trades for large institutions in fixed income. They have a dedicated fixed income desk and they trade CLO, CRT, corporate and municipal bonds. They trade USD and Euro denominated bonds.
Main focus area are tri-state, west coast, FL, TN, MD, IL, WI, PR and US Virgin Island. Other states welcome too
Their leadership and their team of experienced professionals have over 20 years long record in helping financial advisors grow their practices.
They offer: