May 24, 2016

Looking for an Excellent Investment Advisor

Written by BNI UP

BNI UP is looking for an excellent Investment Advisor!

This is a highly coveted BNI position and is not often available. We are a strong chapter in our 4th year with over $1 million in referred business in 2015. We are on-pace to beat that result for 2016.

We are looking for an Investment Advisor with a CFP designation and at least 3 years of experience in the business who is keen to grow their business. Our members want to refer their clients to you!

Ideally you are an independent advisor that conducts a full financial planning process including retirement plans and can offer a wide range of portfolio options including mutual funds, equities and bonds.

As part of a strong Financial Power Team, your main referral partners will be an Insurance Advisor, Mortgage Broker, Money Coach and Accountant so this position is not ideal if you can not refer business outside of your firm. If part of your business is to recruit people to become Investment Advisors please understand that we would not be able to refer to you.

To apply:
We are hosting 3 application days for this coveted position. Please register below and attend each date if you would like to be considered for this opportunity. We will be making a final decision and inducting the winning candidate within 10 days of June 15.

  • Wed Jun 1
  • Wed Jun 8
  • Wed Jun 15

Please familiarize yourself with BNI and the BNI process to get a better understanding of the advantages and requirements of this position.

BNI Global

Register Now

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