EWM is seeking qualified individuals interested in a Financial Services career with a dynamic, growing, ethical and client-centered company.

Positions Available:

Investment Advisor Representative
Requirements:  Experience in serving clients within the Financial Services industry.  Must possess (or be willing to obtain within 60 days) a Series 65 License.  Responsibilities include obtaining and managing client relationships, financial planning.  Training is available.  Applicants from related fields (Accounting, Tax Prep, Real Estate) looking to change career path are encouraged to apply.

Investment Advisor Representative- with established clientele
We are particularly interested in assisting wirehouse brokers with established books of business in the transition to a fee based, advisory model of client service.  Additionally, we can provide creative ways for advisors or brokers seeking an exit strategy from the business to realize the equity in their book.  Please contact Mr. Jeff Eckles directly for further information.  All inquiries held in the strictest confidence.  A clean compliance record is required.

Intern
Are you interested in learning more about the dynamic world of Investment Management and Advisory? We have paid and non-paid intern positions available on a periodic basis.   Please contact us for more information.