The position would report to the Director of Business Development for ProEquities, an Independent Broker/Dealer here in Birmingham. 

The Business Development group's mission is to help our advisors with Practice Management issues (succession planning, client growth, business management, structure, client servicing), as well as, Financial Planning/Investment Management concepts.  Some of the duties this position will be asked to perform going forward are:

Practice Management - Work with the director to assist in completing current practice management projects, as well as, projects that arise going forward.

Financial Planning - Be prepared to provide educational assistance initially in terms of several different financial planning platforms, with the eventual intent to be able to provide internal, home office financial planning services for advisors in the field.

Investment Management - Again, initially, begin the process of providing education and assistance to advisors that wish to develop investment proposals for prospects and clients, with the ultimate goal to be able to provide in-house support to provide investment proposal construction services for advisors in the field.

For additional information or to find out how to apply, please contact Chris Phillips at 205.268.7040 or chris.phillips@proequities.com .