About this opportunity
Registered Investment Advisors, LLC lists this Referrals from Professionals Nationwide USA opportunity in tampa, Florida. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Company Description
Registered Investment Advisors, LLC is dedicated to providing expert financial strategies and financial planning services. The company places a strong emphasis on fostering long-lasting relationships with clients by offering tailored solutions designed to meet their unique investment goals and needs.
Known for a client-focused, highly ethical and empathetic approach; the team at Registered Investment Advisors, LLC is committed to empowering individuals and institutions to make informed financial decisions.
Role Description
This is an opportunity for
T
Tax Preparers
Accountants
Estate Planners
Real Estate Salespersons
Insurance Agents
Benefits Professionals
Retired professionals
If you’re a professional that engages with clients on a deeply personal level, you may qualify to be compensated for referring your clients.
The clients will receive disclosures about the relationship and the referring partner will have a formal agreement for compensation.
There are no gimmicks, not a pushy salesperson! Communication between parties will be abundant, open and professional.
Qualifications
Relationships with clients in a financial or service-related role
.Licensed, Certified, or formally educated with a Bachelors degree in a professional capacity. Other professional roles considered on a case-by-case basis
.
Worksite address
tampa, FL, 33646, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.