Financial Advisor

Confidential Company  •  Denver, CO and New York, NY

Financial Services

Salary depends on experience
Posted on 12/12/17 by Patrick Bogusch
Denver, CO
Financial Services
Salary depends on experience
Posted on 12/12/17 by Patrick Bogusch

Third Seven Capital Advisors (TSCA) is a NYC-based RIA with $20M AUM since its inception in July 2017. We are building out our office and are open to work in Denver and remotely across the US. TSCA is looking for entrepreneurial, independent thinking, creative advisors to join our team across the United States. Our entrepreneurial advisors utilize multiple unique partnerships in servicing clients while helping them achieve their financial objectives. TSCA’s exclusive relationship with Forefront Analytics, a $15B institutional asset manager, brings a highly sophisticated and otherwise unobtainable portfolio management solution to advisory clients.

Locations

-      NY

-      Denver

-      remote across the US

Features

-      75%-90% payout on fees

-      Equity earning potential in TSCA

Resources

-      Custodians (Fidelity and TD Ameritrade Institutional)

-      eMoney Advisor

-      Institutional plug-and-play asset allocation firm with $1.7B AUM and $8B+ under influence

-      PE investments via our broker-dealer Third Seven Capital

-      VC investments via PSP Ventures

-      Alternative investments via Morgan Stanley

-      Insurance, annuity, and other products and services via Travers & Associates

-      Estate and tax planning services via Farrell Fritz

Licensing Requirements and Information

-      Active or unexpired required licensing

-      Clean U4 and U5 (but any “marks” will be subject to review)

-      Dual registration is possible

-      Additional licensing can be held

Education

-      Bachelor’s Degree in Finance, Economics, or financial field, or equivalent work experience

Compensation

-      Commission

EEO Statement

Third Seven Capital is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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