DC Metro Area – Boutique Firm/Financial Advisor


Virginia, Carlton Senior Appointments
Arlington, VA – Boutique Firm/Financial Advisor

My client is aggressively searching for financial advisors to act add to their Virginia office. In this role, we are searching for a candidate that can manage their personal book of business and act as the managing principal for an office of advisors. This is an ideal position for someone who desires to tap into the affluent market of the Arlington/McLean, VA and DC Metro Area.

Domestic and International client coverage is accepted, with a transferable book of business. A suitable candidate will be chosen to join an already existing strong team of Senior Advisors in the Arlington office.

Suitable Candidates will enjoy:
Competitive payout percentages and bonus with benefits
Ideal office space in Virgina/Washington, DC Metro Area
The opportunity to join a firm that is in a growth phase throughout the East Coast
Aid in the process of hiring new advisors

Advisors must have:
Series 7 and 63,65 or 66
A transferable book of domestic and/or international clientele
The desire to work with a boutique firm that is further solidifying their footprint in major financial hubs of the US

This is a very good client of Carlton Senior Appointments with other offices located along the east coast and is looking to fill this position relatively quickly. 

Successful candidates will join the team in the midst of a growth phase and will report directly in to the Managing Directors of the firm.

If interested, please email dapply.a33hoj8d64@carltonseniorappointments.aptrack.co.uk with a copy of your resumé in MS Word format for a confidential discussion on the role or call 1 212 209 7310

February 19, 2014 12:00 am

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