Junior Advisor
Grayling Associates, Inc. is an established independent RIA firm specializing in tax planning, wealth planning, and retirement planning for the affluent market. They are seeking a motivated Junior Advisor to work closely with the CEO and learn all aspects of the advisory business, with the goal of becoming the firm's future lead advisor.
Responsibilities
- Work directly alongside the CEO on a daily basis
- Learn every aspect of the advisory business — client meetings, financial planning, and all facets of running a successful wealth management practice
Skills
- Recent graduate or up to 2 years of experience in financial services
- Coachable, hardworking, and committed to long-term growth
- Series 65 or 66 preferred
Benefits
- Competitive salary plus bonus
- Full benefits package
Company Overview