Company: Core Group
Skills: Accounting, Financial Analyst
Experience: 3 + Years
Education: Bachelors/3-5 yr Degree
Location: Meridian, Mississippi, United States


Core Group Resources (www.coregroupresources.com) is America's leading financial services recruitment company. Core Group Resources expertise is unmatched in the financial services market for executive search, staffing, and expertise identification. For more information contact us 281 347 4700. We are currently in the market for the following:

 

Successor / Advisor

Meridian, Mississippi

We are looking for fiduciary advisors who put client's needs first. Our client is a multi-office Wealth Management Firm that has legacy of service and growth. Their focus is on serving their clients as relationship-focused, fiduciaries. This is a tremendous opportunity for an experienced, professional advisor. The lead, senior advisor for this office is beginning the planning stages of a succession and retirement, so this advisor will have the opportunity to step in, learn their approach, build existing and new client relationships, and eventually assume ownership of the office.

Background:

  • Bachelor's Degree and a minimum of three to five years of Financial Advising experience
  • Fully Licensed
  • Certified Financial Planner (CFP), or ability to obtain in the near future
  • History of integrity, responsibility, and leadership

 

Why Join?

  • Grow professionally at a thriving company
  • Desire to serve clients with relational approach
  • Work in healthy & supportive values-based environment
  • Competitive Compensation and Incentives
  • Potential for ownership

 

The contact person for this job is Bob Sutton. Please contact him for more information at bob@coregroupresources.com