Associate Advisor
Craven Financial Planning is seeking potential candidates for the role of Associate Advisor. The role would involve an agreement for the qualified candidate to assume responsibility for servicing an existing group of clients. In addition to signing the Investia dealer representative agreement, the associate advisor would sign an associate advisor addendum with Craven Financial Planning. This role would be remunerated with a salary. The successful candidate for this role will be mutual fund and life insurance licensed, have a sterling compliance history and posses’ industry experience in client service. The designations of CFP and CLU or a willingness and ability to attain them would be required. A future possibility to buy broader ownership in the firm exists for the right candidate in this role.
Full Advisor (Joint Code)
Craven Financial Planning is seeking potential candidates for the role of Full Advisor (Joint Code). The role would involve a signed agreement for the qualified cannidate to respond to quality enquiries generated by this website. The Full Advisor (Joint Code) would be tasked with converting these enquiries into clients. The Joint Code agreement would exist for a limited time period and provide partial remuneration for the Full Advisor (Joint Code). Following the limited time period, the client relationship and full remuneration and ownership of clients would pass entirely to the Full Advisor (Joint Code).
The Full Advisor Joint Code would be required to work under the trade name Craven Financial Planning but would be free to maintain and develop their own separate clientele that they own fully and receive full compensation for.
The qualified candidate will have a sterling compliance record, extensive experience in client relationship management, CFP and CLU designations or a willingness and ability to attain them. A future possibility to buy broader ownership in the firm exists for the right candidate in this role.
