Registered Investment Advisor

Rockville, MD Remote Available

Full-time $90,000.00 - $120,000.00

Posted 03/24/2025

If you are a Registered Investment Advisor with experience, please read on!
-REMOTE-
We are an Investment Management Firm with 16 years of institutional money management experience based out of Rockville, MD. We are looking for a RIA with a previous book of business to join our team of successful professionals. You have the choice to work 100% remote, hybrid, or in the office. Come join our team- apply today!

MUST have book of business

Top Reasons to Work with Us

$90-$120,000/year base salary, it's completely negotiable based on your book of business
REMOTE POSITION
- Vacation/PTO
- Medical
- Dental
- Vision

What You Will Be Doing

- Recommend investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences
- Identify and promote new business opportunities & referrals for strategic relationships, i.e. accountants, trust lawyers and insurance professionals.
- Seek the expertise of specialists, where appropriate, to identify, banking, lending, planning and investment solutions for a client

What You Need for this Position

- Series 65, 67
- CFP
- Financial Advisor

Benefits

- Vacation/PTO
- Medical
- Dental
- Vision

So, if you are a Registered Investment Advisor with experience, please apply today!

Colorado employees will receive paid sick leave. For additional information about available benefits, please contact Clint Naegel

Benefits

PTO

Medical, Dental, Vision

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.

Additional ways to apply

Preferred Skills

Clint Naegel is recruiting for this position and the positions below.
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Job ID: CN2-1845928

Employees will receive paid leave to the extent required by state or local law. This job was first posted by CyberCoders on 11/28/2022 and applications will be accepted on an ongoing basis until the position is filled or closed.

CyberCoders, Inc is proud to be an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity or expression, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, status as a crime victim, disability, protected veteran status, or any other characteristic protected by law. CyberCoders will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable state and local law, including but not limited to the Los Angeles County Fair Chance Ordinance, the San Francisco Fair Chance Ordinance, and the California Fair Chance Act. CyberCoders is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities. If you need special assistance or an accommodation while seeking employment, please contact a member of our Human Resources team to make arrangements.

Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.