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.