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Financial Advisor

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Compass Capital Mgmt

2021-12-03 07:34:07

Job location Metairie, Louisiana, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Are you an experienced Financial Advisor looking to expand your practice? Or are you someone who is not fully satisfied in your current career and looking to change industries? Compass Capital Management is currently looking to add an experienced advisor to their growing team as well as an inexperienced candidate to learn how to build a financial services practice.


You Have the Opportunity to:

  • Choose solutions for your clients with no proprietary mandates
  • Collaborate with other experienced and successful advisors
  • Work with firm specialists that provide you with expert advice in all areas of your niche
  • Leverage firm resources to build your practice with support in areas of technology, compliance, marketing, licensing and registration, training and development.
  • Leave a legacy! Every advisor at Compass has the opportunity to create a business that one day can be passed on to another generation.
  • Travel nationally and internationally to award conference trips throughout the year should you achieve varying levels of sales goals,


Desired Skills and Experience

  • Bachelor's Degree preferred
  • Certified Financial Planner designation preferred
  • Series 7 and 66 preferred - sponsorship


Build a Financial Services Practice with Character

Compass Capital Management is a full-service financial services firm offering a variety of products and services from many companies in the industry. Our firm specializes in offering comprehensive Wealth Management tailored to the unique needs of individuals and businesses.

As an independent firm, our advisors have the ability to offer their clients sound, comprehensive financial solutions unique to their situations. Our services include but are not limited to Financial Planning, Investor Services, Wealth Management, Estate Planning, Business Strategies, Employee Benefits and Risk Management.

At Compass Capital Management, we have distinguished ourselves by doing business differently than conventional financial firms. We are a group of interdependent associates with a strong culture fostered by mentoring and joint work. We believe in an abundance mentality - we all earn more and can be more successful working together than on our own.


Securities and investment advisory services are offered through Securian Financial Services, Inc. member FINRA/SIPC. Compass Capital Management is independently owned and operated, 3445 N. Causeway Blvd., Ste. 1000 Metairie, LA 70002


DOFU /2021

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