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Independent Financial Advice | Guidance | Investment Management

Financial Services
Carol Lampe
Jason Lampe
Partner With Us
Practice Support
Financial Advisor
Client Center

Independent Financial Advisor
Lampe Financial is growing, and we are seeking the services of an independent finance advisor to help us serve our clients. Our firm holds the highest possible standard of client confidentiality. References will be contacted and a thorough background check will be performed.

A must:

   Maintain the strictest client confidentiality at all times
   Professional, courteous, and highly attentive to detail
   Impeccable verbal and written communication skills
   Financial Planner (CFP® ideal) with 10+ years of planning experience
   Series 65 or 66
   Interest in growing the business (Marketing, Referrals, Networking)
   Independent, yet team player
   Comfortable with technology and working virtually
   Aspire to be a partner in a firm

A plus:

   Own book of business
   Asset Management experience
   Knowledge of and experience with financial planning software
   Insurance licenses

Contact us. We're open to possibilities.