Opportunities

Financial Advisor

What a financial advisor does in our firm:

  • Establish a book of business using sales-driven calling, internal marketer support, and networking.
  • Present to decision-makers of corporations to establish or maintain a good client relationship.
  • Deliver personalized solutions to help our clients work toward their long-term financial goals.
  • Maintain long-standing client relationship

 

What we do for advisors in our firm:

  • Provide initial training
  • We provide an exclusive partnership with M Financial Group, an industry leader and innovator (mfin.com)
  • Support you with continuing financial education
  • Unmatched, aggressive compensation
  • Benefits: Health Care, Dental, and 401(k)

 

Professional qualifications:

  • Ability to source clients through networking and prospecting
  • Possess strong written and verbal communication skills
  • Embody a natural confidence
  • Goal oriented and mental diligence

 

Educational qualifications:

  • College degree required, finance or business related field preferred, but not required.
  • Securities Licenses, CLU, CFP, ChFC, CPA, MBA, or JD is a plus, but not required.

 

To apply:

Please submit your resume to: admin@therowgroup.com

Reference: Financial Advisor

Financial Advisor Assistant

What an assistant to a Financial Advisor Assistant does in our firm:

  • Create drafts of financial statements and blueprints for analysis by Senior Financial Planner
  • Undertake research both independently and with a Sr. Financial Planner to identify suitable solutions
  • Complete a number of non-client facing tasks to implement chosen strategies
  • Complete forward thinking tasks to improve upon an annual client meeting

 

What we do for employees our firm:

  • Provide initial training
  • We provide an exclusive partnership with M Financial Group, an industry leader and innovator (mfin.com)
  • Support you with continuing financial education
  • Benefits: Health Care, Dental, and 401(k)

 

Qualifications:

  • College degree required, finance or business related field preferred, but not required.
  • Securities Licenses, CLU, CFP, ChFC, CPA, MBA, or JD is a plus, but not required.
  • Legal knowledge, Wills, Trusts, or Investments is a plus, but not required.

 

To apply:

Please submit your resume to: admin@therowgroup.com

Reference: Financial Advisor Assistant