Careers

We are in the position to begin bringing on talented and qualified financial advisors.  Whether your background is with a wire house firm, proprietary firm or if you are currently independent, we are confident that we can provide you the experience, technology and knowhow to take your practice to the next degree.  As you know, to run your business and deliver the degree of service that your clients have come to know and expect, it is not only very time consuming, but a great deal of work as well.  Between marketing, prospecting, meeting with clients, paperwork, staying up to date with compliance and product knowledge, it's a monumental task being a financial advisor.  At Next Degree Financial, LLC, we will allow you to focus on being an independent financial advisor and growing your practice without the burden of having to run a company too.  This allows you to have more time working with your clients and doing the things that you want to do.  You will simultaneously be able to brand your business as well add value to your clients by drawing of the resources, relationships and expertise that have already been established for you by Next Degree Financial.  Is it time for you to take your practice to the next degree?  

 

 

 

 

 

Requirements

  • In depth experience and/or knowledge of comprehensive financial planning, including: investing, taxes, retirement accounts, risk management (insurance), and estate planning.
  • Conducts operations within FINRA and other regulatory agency guidelines and requirements.
  • Ability to work well in a team based environment.
  • A strong track record of managing client relationships ethically, responsibly and diligently.
  • Entrepreneurial minded, with the drive to run a successful compliant business.
  • Exceptional verbal, written and listening communication skills.
  • The ability to compare and contrast the benefits and suitability of different investment products and options.

Qualifications

  • Ideal candidate has prior experience providing and communicating complex wealth management solutions and strategies to High Net Worth families and/or individuals. 
  • FINRA Series 7 & 66 (65 & 63) registrations, Life, Accident & Health Insurance Licenses.  (Series 6 & 63 Registrations will be considered, Series 7 & 66 or 65 must obtained within first 180 days)
  • Bachelors Degree Required.
  • Preferred Designations and Distinctions include: CFP®, CFA, CPA, JD, MBA, CLU or ChFC®.

If you feel you are capable of being amongst the most elite in our industry, we would like to hear from you. Please email your resume to: david.jozefiak@nextdegreefinancial.com