Career Opportunities
Financial Advisor
We at Pontem Financial, www.pontemfinancial.com, are seeking to add another Financial Advisor to our growing team. We’re offering a “Business in a Box” type of opportunity where the Advisor will meet existing clients and deepen relationships by offering personalized services. We have a dedicated team of back office support that will assists with administrative responsibilities and paperwork. This is a W-2 position but can grow into an opportunity for the Advisor to own their own book of business. Advisors with Series 7 and IAR qualification with 3-5 years experience are preferred.
- Advisor will use various software programs to conduct a thorough financial analysis
- Meet with clients regularly to assess needs and propose customized solutions
- Be able to manage multiple investment strategies and conduct risk assessments
- Possesses a comprehension of various financial instruments including insurance and annuities
- Effectively and efficiently works independently on assigned projects
- Collaborates well with others in a team setting
- Our business runs on the EOS system, www.eosworldwide.com/what-the-heck-is-eos and we are prepared to help you grow.