Managing Partner and Senior Investment Advisor, No Prospecting or Cold Calling

NO PROSPECTING OR COLD CALLING

 

The Mutual Fund Store is a fee-based investment advisory firm which currently manages over $4 billion through 67 locations across the United States and has expanded into the Lexington area.

 

The Mutual Fund Store was founded on two very important beliefs:

 

Ø  A fee-based relationship based on assets under management is the fairest relationship between advisor and client

Ø  If you are going to take the risk of the market, you owe it to yourself to be in the best funds.

 

Today, most advisors have their hands full just relating to the numerous challenges they face and have little time to focus on raising and retaining assets and building client relationships.  We offer all of our advisors proprietary sales and investment methodology, significant back office support and a unique marketing strategy.

 

Our competitive advantage is our national radio program, The Mutual Fund Show and is a critical component to the success of our organization.  Hosted each Saturday morning by our Founder and CIO, Adam Bold, delivers a consistent stream of new prospects to each location.  Archived shows can also be heard via the internet by visiting www.mutualfundshow.com.  Our weekly radio program and radio advertising generates all of our new client appointments.  The show will begin airing in June 7, 2008 locally in the Lexington market on 590 AM WVLK from 11:00AM – 12:00AM EST on Saturday mornings.

 

We are searching for a client oriented individual that is focused on growing client’s investment portfolios and building relationships.  Financial services industry experience, NASD Series 65, clean U-4 and sales skills are all considered positives.

 

If you have an entrepreneurial spirit, a passion for investments and a desire to serve your clients while building a business you should consider this opportunity. 

 

The position includes a base salary; lucrative bonus structure based on assets under management, and attractive benefits package.  This is an employment position; we are not requesting capital investment, or a book of business.

 

To find out more about us visit our website at: www.mutualfundstore.com.

 

To apply, please email your resume to Jim Hutchison: hutchcpa@kc.rr.com  Please no follow up calls.