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San Diego, Orange and Imperial Counties

CFP Credentialed Senior Advisor

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Reilly Financial Advisors LLC


Posted On: 1/22/2013




Description

 

Reilly Financial Advisors, an international Wealth Manager based in San Diego, is looking for a CFP to assume the role of Senior Advisor. There is no selling involved in this position!

The successful candidate will –

-  Service clients acquired by a team of 5 Financial Advisors

-  Proactively serve clients

-  Respond to the daily needs of clients for a variety of matters

-  Schedule and hold client reviews

Reilly Financial Advisors is a Registered Investment Advisor with $450,000,000 under management, and 600 clients in the United States and in over a dozen countries around the world. 

Qualifications

The ideal candidate has 5 or more years of experience in financial services, and is a credentialed and practicing Certified Financial Planner. The successful candidate must have –   

-  Sophisticated communication, presentation, listening, and analytical skills  -  Proven time management and organizational skills  -  Strong knowledge of and the ability to present investment, finance, and tax planning concepts 

Compensation

This is a salary plus bonus position with benefits.


Financial Planning Consultants Financial Planning Consultants

Contact Information

Christina Dodge Phone Number: 619-698-0794 Email: christina@rfadvisors.com
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