Join Financial Advisors Network, Inc.
FAN is a registered investment advisory firm with a client-centered approach. Our Team is composed of talented staff and CFP® Professionals that work together to provide quality financial planning services. Everything we do follows our five key values of: timeliness, thoroughness, transparency, team work and integrity. These depict the characteristics of our team and firm as a whole.
We value our relationships with our clients and team. All advice is given with our clients’ best interest first. While some financial advisors focus strictly on the numbers to do their jobs, we recognize that the trust developed through strong relationships produces some of the most fulfilling client/advisor relationships.
This position will require a strong understanding of opening accounts, taking notes associated with account reviews, and following up on all items associate with the appointment which is conducted as a team with the Senior Advisor’s (President) high end clients. The position will require being the Paraplanner (not Advisor) for up to 150 families. The Senior Advisor is very detailed in his recommendations and expects high attention to details, to hold up to the Gold Medal services offered. Sales is not required, but detailed execution of advice is.
Financial Advisors Network, Inc (owned by KAMPS, Inc) has been in business since 1999 and manages over $250 million and over 400 households. High growth company. We are about to leave the broker dealer industry to become an RIA only firm. The firm strongly believes in the fiduciary model and follows 5 core values (Timely, Thorough, Transparent, Team, and Integrity).
FAN is always looking for passionate individuals to join our team. If you are interested in pursuing a career with our firm please send us your resume. We look forward to hearing from you!