LMR Advisors, LLC
Livonia, Michigan
Contact: Jesssica Leverenz
Email: jessica.leverenz@ceteraadvisors.com
Telephone: (734) 266-8120
Website: https://www.lmr-advisors.com/
Please indicate which city and state the potential job is located: Livonia, MI
Please indicate which describes your affiliation: Broker Dealer
If licensed with a broker dealer, please indicate which one: Cetera Advisors, LLC
Please provide a brief description of your Company: Independent financial planning office connected to a CPA firm. Most of our clients are small business owners or families, most are nearing retirement or in retirement. A majority of what we do is helping people retire and then helping them manage and get income from their investments.
Please provide a brief description of what you are looking for in your possible hire: Looking for someone to start off with administrative tasks to learn the office, from there we have an affiliation with a local credit union. Looking for someone to work with the credit union, the referrals they send over, and managing the current book of business from the credit union. Along with the credit union we are looking for someone to grow their own book of business.
Please provide the Zoom Link:
Join Zoom Meeting: https://zoom.us/j/92813701352?pwd=SkptK24vV1VYMTFK-
MGJTSWRNajUydz09
Passcode: 851445