Job description
About us
Our goal is to offer personalized financial strategies that can help clients turn their financials into enduring personal wealth. We abide by a strong set of values, setting the tone for how we do business every day..
The ideal candidate is someone with an entrepreneurial mindset who is highly motivated to be successful and grow their book of business. As a result of our rapid growth, the team is seeking to bring on additional talented advisors that are looking to expand their practice. We are looking for individuals who currently have a book of business as well as Individuals in the beginning stages of building a practice!
Here at Fortis Capital we are building something special, something that is different from the norm within the Financial Industry. The sky is the limit for the Individuals who have the drive to be successful.
Responsibilities & Fortis Capital's Infrastructure
- Growing & Building your Practice.
- Merger's & Acquisition Opportunities
- Servicing and Creating Relationship's w/ Clients & Prospects
- Higher PayOuts
- Back Office & Compliance Support Team
- In House Asset Management Team & Investment Committee
- 100% Equity in Book of Business
- Marketing Suport
- Integrated Tech Stack
Qualifications
- Bachelor's degree
- 2+ years' of industry experience
- Excellent interpersonal skills
- Securities Licenses (63,65, or 66)
This is not a salary role. With that being said, Fortis Capitals Infrastructure is set up in a way that allows Advisors to be their own boss & Build their Practice however they'd like while having the backing & resources from Fortis Capital.
Job Type: Full-time
Benefits:
- Flexible schedule
- Professional development assistance
Schedule:
- Self-determined schedule
Application Question(s):
- Do you obtain any of the following licenses? (Series 63,65,66)
- Do you currently have a book of business?
Experience:
- Financial services: 2 years (Preferred)
License/Certification:
- Series 63, 65, 66, or 7 License (Required)
Work Location: Remote
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