Careers
Advisor sales associate
We are seeking Registered Advisor Sales Associate to help us expand our growing client base. We are looking for entrepreneurial candidates who are self-motivated, charismatic, and creative. We offer flexible work hours and a competitive compensation structure. Candidates must have knowledge of investment products and financial markets, have an outstanding work ethic, and have an ability to organize complex tasks.
Responsibilities:
Facilitate an ongoing relationship with potential clients
Respond to and direct client inquiries
Develop and maintain sales strategies
Network with high net worth individuals in the community
Ensure required client paperwork is current with firm and industry requirements, rules and regulations.
Perform other duties and responsibilities as required
Qualifications:
Strong prospecting, presentation, and conceptual selling skills
Ability to work independently
Professional manner
Excellent interpersonal and communication skills
Computer Skills, proficiency in Microsoft Office and/or iWork
Knowledge of financial industry sales or service experience a plus
Job will require the willingness to obtain the following license before employment:
Series 65 or approved exemptions (CFP, CFA, PFS, ChFC).
If you have any questions regarding this job opportunity, please contact our human resources representative at info@berylstone.com.
CPA / CFP partnering Program
We work with other independent advisory firms help them expand the services they offer to thier clients.
We work with local CPAs and CFPs who would like to provide investment management services to their clients through an integrated platform. Our CPA/CFP partner program offers full client disclosure and flexible operating agreements.
CPAs and CFPs working with BerylStone must either be registered as an advisory representative of BerylStone or be independently registered as an advisor with the Arizona Corporation Commission. Please contact BerylStone to find out more about regulatory and program requirements.