The Investment Team at Storen Financial is seeking a certified, financial advisor, with 3-5 years of experience working with advisory clients. This individual would have the opportunity to work with and lead our investment team as our business and client base continues to expand. This position would assist in the planning and direction of the company. They will be expected to bring on new clients while contributing to our investment goal of growing from $128M in managed assets to $200M in managed assets. Having a solid knowledge of taxes and tax strategies is beneficial. As a fiduciary, advising the client in their best interest is of utmost importance as we strive to help our clients reach their retirement goals.
Job Type: Full-time
Paid time off
Professional development assistance