Investment Advisor
At Eslick Financial Group our team takes pride in having the knowledge and experience to help our clients pursue their financial goals. We are well versed in the financial services industry, enthusiastic and passionate about our work, and committed to providing outstanding service. With a proven track record for providing comprehensive wealth management solutions for our clients, Eslick Financial Group offers investment advisors a rare opportunity for professional growth. If you are an experienced, fee-only registered investment advisor interested in working in an environment where leadership, excellence, initiative and trust are among the core values, Eslick Financial Group may represent an exciting career opportunity for you.
Qualified individuals who share our investment philosophy and who utilize a goals-based approach toward managing client wealth will enjoy access to sophisticated wealth management resources through our affiliation with M Financial Group. In addition to significant investment advisor resources, you will have access to one of the industry’s highest broker-dealer payout.
Investment advisors who would like to find out more about joining Eslick Financial Group should be able to demonstrate:
- Sales Production— demonstrated success in building assets by generating leads, opening new accounts and advising an established client base
- Team Effectiveness— ability to work in a team environment, show effective leadership, motivate and coach others
- Interpersonal Skills— excellent organizational, multi-tasking, verbal and written communication skills
- Customer Service— well versed in the financial services industry, strong technically but able to talk to clients at all levels
- Budget Management— ability to meet budget guidelines and expectations
Professional Qualifications:
The ideal candidate will have five or more years experience in investment advisory related work. The experience should be broad-based and include:
- Experience identifying client needs, analyzing customer information, and defining investment goals and objectives.
- Experience and success in creating wealth management solutions using various trust structures.
- Development of strategic alliances and partners to develop business leads.
- Experience with a broad spectrum of financial services products.
- Significant knowledge of the financial services industry and marketing.
- All appropriate licensing and acceptable compliance record in prior position(s)