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Advisory Partner

Company: Visionary Access, Inc.
Location: Hartford
Posted on: September 20, 2022

Job Description:

The Advisory Partner will lead the process after Visionary's team has delivered a Qualified Arranged Meeting between an investor and a client. The Advisory Partner will advise the client and advance the investor pipeline day-by-day with a closing process. The Advisory Partner will manage this process for a growing roster of client accounts as they phase into the company's growing operations, and may also will also investor welcoming/regroup meetings following Visionary's process as part of their interactions with investors.The Advisory Partner will be registered with Visionary's partnered broker/dealer and manage that relationship, including full onboarding of Visionary referred clients and ongoing logistics. The Advisory Partner will share in client retainers, and earn success fees. Upon Visionary securing the full financing of our current capital raise, a start-up level monthly stipend is offered.FINRA licenses and capital brokering proficiency with demonstrated track record is required. Referring investors from an existing network is incentivized, but not required.Title: Visionary Access, Inc. "Advisory Partner"Start-Date/Time Commitment: Immediate start date with training/familiarization period. Part time with potential to phasing into a full time equivalent consulting position.Consulting Position: This is a consulting position, plus a separate registered rep role at Visionary's partnered broker/dealer.Compensation: Start-up level hourly/project pay from share in client retainers, and % of net success fees earned on clients engagements managed. Vested ownership in Visionary is available after mutual familiarization period and for exceptional performance.Other: FINRA Series 7 or 82, and 63 license required.Job Types: Full-time, Part-timeSchedule: 8 hour shiftWork Location: Remote

Keywords: Visionary Access, Inc., Hartford , Advisory Partner, Other , Hartford, Connecticut

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