Hey y’all! I am looking for a relationship management role or financial planning role in the Upstate of SC if anyone has any leads. Really only interested in small independent firms and RIA’s. Please let me know if you know of someone! Thanks in advance!

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Posting as :
works at
You are currently posting as works at

We have an office in Rock hill. I assume from your post that you do not have any clients and are looking for a staff position. Correct?

Correct! I’m at Merrill and we do not own our book… getting worried about the changes they are making at the moment

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What city are you in now?

Are you currently licensed?

Yes!

6,63 66,65, 7 Life VA. ?

SIE, 7, 66, Life insurance, AAMS

Would you be interested in a 1099 relationship and a great contract

I am looking more for a salaried position as a relationship manager/financial planner

Stay where you are, work from home.?

Ok , you would make far more as Independent, you have the skills. You just need to believe in yourself.

Yes I agree! But I’m also tired of sales and would prefer to spend my time working with clients rather than prospecting for new clients.

6037071355 I'm in Eastern Tennessee

Call me let's talk

What are you afraid of? I believe in you more than you believe in yourself

I’m not afraid of anything! I don’t enjoy sales. I don’t enjoy broccoli either, but I’m certainly not afraid of it.

How would you like to never have that feeling you are experiencing right now with Merrill, put those days behind you. Move on to greater heights

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