Location: all cities,NY, USA
If you're passionate about helping people and being part of a successful, team-oriented company, we'd love to hear from you.
About Us:
Minich MacGregor Wealth Management is a well-established independent Registered Investment Advisory (RIA) firm with a 15-year legacy of growth and success. Our team is committed to providing personalized, comprehensive financial planning and investment management services. Our mission is to help clients achieve their financial goals through tailored advice, exceptional service, and a fiduciary standard of care.
Job Summary:
We are seeking an experienced and motivated Financial Advisor/Financial Planner with an existing book of business to join our team. The ideal candidate will have a proven track record of success in financial planning and investment management, a strong commitment to client service, and the ability to attract and retain clients.
Our firm boasts a proven track record in business development, consistently delivering exceptional results for our clients. Joining our team means tapping into a network of successful systems and procedures refined through years of industry experience. Our robust support infrastructure and cutting-edge technology tools empower our advisors to excel and reach their professional goals. We take pride in fostering a collaborative and dynamic environment where your potential is maximized and success is a collective journey.
Key Responsibilities
Ideal Candidate:
The ideal candidate must have excellent interpersonal, communication, and presentation skills. This role requires someone who has a blend of a strong work ethic, self-motivation, and teamwork. The ideal candidate should have a client-focused mindset with a commitment to acting in the best interest of clients.
Qualifications
Job Details:
How to Apply:
Interested candidates should submit their resume, cover letter, and summary of their book of business to ...@mmwealth.com with the subject line Financial Advisor / Financial Planner Application – [Your Name].