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Company Description
M.L. Stern & Co., LLC’s roots date back to 1966. Over the years,
M.L. Stern has grown from a small fixed income boutique specializing
in municipal bonds to a full service investment organization
offering a wide array of financial services to high net worth
investors. Recently, M.L. Stern has become a member of the SWS
Financial Group (NYSE: SWS) creating a partnership that has
positioned M.L. Stern for continued growth, financial strength, and
as the premier regional investment securities firm in the Western
United States. M.L. Stern permits our financial advisors to build
their own business, determine their own compensation and be in
control of their future. Overall, ML Stern employs 125 Financial
Advisors across 7 offices with office locations in Beverly Hills,
Carmel, Las Vegas, Rancho Bernardo, Sacramento, San Diego, and San
Francisco.
Job Description
We are currently seeking investment advisors for our Carmel Branch
Office. We welcome fully licensed financial advisors; however, if
you need your Series 7 license, we will provide you with the
necessary support and training. Building a business in the
financial services industry is not easy and takes time. We offer the
most comprehensive product and sales training available in the
industry as well as financial support while building a clientele. A
new financial advisor at M.L. Stern not only receives structured
training at the corporate and branch level; they work alongside
fellow financial advisors with an average of over twenty years in
the business.
Job Qualifications
*Excellent communication and sales skills (telemarketing and face-to-
face)
*Entrepreneurial Spirit
*Desire to Succeed
*The ability to maintain a high level of work ethic while working
independently and in a team setting
*Interest in financial markets
*Ability to acquire Series 7 and 66 registration
Contact
Kevin Kott
Senior Vice President
Branch Manager
M.L. Stern & Co., LLC.
26625 Carmel Center Place
Carmel, Ca 93923
(800) 765-2220 Toll Free
Please submit your cover letter and resume using the APPLY FOR THIS
JOB! link provided below. |
