Join Our Team
Interested in becoming an investment advisor representative?
Many firms require their investment advisor representatives to sell insurance, annuities, mutual funds, financial planning services and more. At Maxim Partners, we focus on providing clients with high quality investment management services. Since we use centralized portfolio management, our investment advisor representative can focus all of their time on identifying potential clients, cultivating relationships, assisting clients through the signup process and then maintaining client relationships.
If you are intelligent, passionate about helping others, honest, hard working, have great written and verbal communication skills and like meeting other people, then this might be the perfect opportunity! You will be required to study for and pass a Series 65 exam. Depending on how much time you can devote each day, it can take two or three months of online study to pass the exam. While we do not pay for the course or study materials, we will reimburse you 100% when you begin generating fee income.
If you are already licensed and working at another firm, we’d love to talk to you about joining us. You must have a clean record to be considered.