Financial Advisor
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Financial Advisor — Established Book Required ($40M AUM) This opportunity is intended for established Financial Advisors only.
To be considered, you must have: (1) a minimum of $40 million in current, transferable client assets under management, (2) a clean U4 with no disclosures or compliance issues, and (3) demonstrated ability to retain and grow client relationships.
Candidates without a transferable book of this size will not be considered.
WHO WE ARE Procyon is a vibrant and growing wealth…
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