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Financial Advisor | Minneapolis, MN
BCI - Brokerage Consultants Inc.
Minneapolis, MN
Category
Accounting
Apply for Job
Job Description
A large, independent RIA seeking a Financial Advisor for its Minneapolis, MN office. The ideal candidate will have a portable book of business and a strong background in tax planning and/or tax preparation. The firm offers a competitive compensation package.
Requirements
Minimum portable book of business of $25M+
Series 7 and Series 66 (or Series 63/65) required
Strong background in tax planning and/or tax preparation preferred
CPA or EA designation preferred
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