CCM is on the search for Senior Financial Professionals
CCM is on the search for experienced, detail-oriented and deeply collaborative Senior Financial Professional who’s excited about working at a quick-moving, fast-growing company. Our team is obsessive about performance and client experience so it’s important that you’re passionate about these topics too. We are looking for someone to be a full member of our dynamic team. We would be glad if the right candidate lived in Long Island NY and could be in close contact with us, but we are open for remote candidates (satellite operation) as well.
The ideal candidate must have 3+ years experience and transferable ~$10+ million (book of business) and/or ~$100,000+ in 12 month gross production to be considered (Negotiable). Series 7 not required but a plus. Will not sponsor anyone at this time. Location: Ideally Long Island, NY. Remote work is also possible.
We’re looking for highly motivated, proven, achievement-driven individuals who want the opportunity to grow a financial services practice with the support and strength of one of the nation’s leading financial services firms.
Since 1998, Conrad Capital Management (CCM) has functioned as a Registered Investment Advisor (RIA), offering investment counseling to families, businesses, family offices, retirement plans, etc. across the country. The firm was founded by Donald E. Conrad, President and CEO, who has over thirty years’ experience within the financial services industry. Looking for financial advisors- both fee-based and/or Series 7 – who want to move their book to the independent channel.
Job Type: Full-time. Financial Professional required experience: minimum 3 years.
We are flexible with location, can accommodate office space or satellite office, and provide a support system that is already in place.
Payouts start at 50% and go up to 85% depending on individual circumstances.
Lead programs, individual rep branding, titles, web presence, E&O Insurance, the best full service compliance & operational support available in the industry, are just a few of the services available at CCM.
- Private Wealth Management
- Fiduciary Investment Adviser
- Concierge Financial Services
- Investment Portfolio Management
- Alternative Investment Management
- Insurance Planning Advisory Services
- Retirement Plan/ 401K Advisory Services
- Estate & Family Planning Advisory Services
- Small & Medium Sized Business Specialty Services
If you are reading this and ready to apply, please email us with your resume, cover letter and in the header of the email title Sr. Financial Professional. We look forward to hearing from you!
CCM is looking for candidates in any USA time zone, anywhere in the United States of America. Remote work is possible! We are open to expending with second location. Unfortunately, we can not support international applicants at this time.
***Must have a book of business***
Please send resume & cover letter to info@conradcapital.com