Investment Management - Sales and Marketing
Collins MacVean, LLC - San Diego, CA

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Need a professional capable of initiating and maintaining relationships with established businesses and individuals. We are a boutique investment firm, eight years in business, focusing on a small number of clients. We need a professional to work to to grow our practice.

Preferred: Experienced and licensed investment professional. (Series 63 and 65)

Required: Experience closing investment business.

We welcome applicants who may be working with another firm and are looking to migrate their business to an entrepreneurial foundation - with no conflicts of interest, no packaged products, truly looking after the clients best interest.

Please look at our website: www.collinsmacvean.com

Regards,
Dave MacVean
Managing Principal


Indeed - 20 months ago - save job