8150 North Central Expressway, Suite 500
Dallas, TX 75206 (Directions)
(214) 265-1201 (877) 959-8400

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(800) 959-8461

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Director of Wealth Management and Planning - BMS

Raleigh, NC

Director of Wealth Management and Planning – BMS

1st Global helps leading multi-partner accounting and estate planning firms build successful wealth management practices and we have an immediate need for comprehensive planners nation-wide. Work side-by-side with CPAs or attorneys and their clients as a wealth manager/planner. No cold calling!
Minimum requirements:
  • FINRA Series 7, 66; Insurance life/health license
  • One or more professional designations required (CFP, CLU or ChFC).
  • Minimum of 10 years of production experience required, with earnings for the last 3 years of $100,000+ annually.

If you are interested in this open position, please e-mail your resume to HR@1stGlobal.com.

 

 

 


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