Careers & Succession

Welcome to Blosser Harrison Wealth Management

Liking who you work with is a requirement at Blosser Harrison. No matter what role you play - whether client relations, consulting, asset management or new client relations - you'll enjoy working with a client focused company who is making material changes in the lives of their employees and their clients.

Compliance

Blosser Harrison is currently interviewing for the following compliance positions.

-Chief Compliance Officer, CCO

-Compliance Specialist

Requirements:

-Must have CFP, CFA or series 65 credentials.


-Must have atleast 2 years industry experience in compliance or related role.


-Must have Bachelor's degree or associates with at least 3 years industry experience.

*This is a full time position. Candidates will not be allowed to be involved with outside business activity with any broker dealer, RIA firm or accounting firms.

 

Consulting & Advisory

We are currently interviewing for the following local and remote positions.

-Retirement plan administrative consultant 

-Investment Advisor Representatives

-Portfolio Manager

-Financial Planners

Requirements

-Investment Advisors and Planners-Must have series 65(1-2 years min. experience) or CFP, CFA, CPA.

-Retirement Consultants & TPA Consultants. Must have 1-2 years experience or CRPS, CRPC designation.

Must have associates degree or higher.

*All positions mentioned above are for local and remote franchise opportunities.

New Client Relations

We are currently interviewing for the following new client relations department.

-New client on boarding specialist (Investment Advisors, Financial planning & Third Party Administration)

-New Client Marketing and Sales Acquisition. (Investment Advisors, Financial planning & Third Party Administration)

Requirements

Must have 1-2 years minimum industry experience in either professional investment management, financial planning or retirement plan administration and consulting

*All positions mentioned above are for local and remote franchise opportunities.

 

 

Selling your investment or TPA (Retirement Administration Only) practice or looking for a succession partner?

Are you an Investment Advisor or RIA who is retiring and in need of a succession plan?

Blosser Harrison buys RIA's, and independent investment advisor practices.

Are you an independent retirement consultant and TPA?

Blosser Harrison buys retirement TPA's and consulting practices.

If you are the owner of a TPA or RIA and looking for an ethical and professional succession partner who will take care of your clients and your employees, we can help you. 

Please contact: Andrew Kerr or Michael Ginsberg at 559-277-4772

Submit Your Career or Succession Inquiry Here

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