Registered Investment Advisor at CyberCoders in Rockville, Maryland

Job Description:

Registered Investment Advisor If you are a Registered Investment Advisor with experience, please read on!

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!
Top Reasons to Work with Us - Guaranteed draw plus potential for an upfront signing bonus
- Flexible PTO
- Option to telecommute is available
- Competitive Salary
- Full Benefits
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 - 2+ years of experience
- Established book of business
- Series 65 is required
- CFP and Series 7 preferred
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 Julia McAndrew
- Applicants must be authorized to work in the U.S.

*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, national origin, disability, protected veteran status, or any other characteristic protected by law.

*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.