Careers With Putney Financial
We look for financial advisor candidates with a bachelor's degree in accounting, finance, economics, business, mathematics or law. Courses in investments, taxes, estate planning and risk management are also helpful. We seek individuals who have the following designations: Certified Financial Planner® (CFP®), the Chartered Financial Analyst® (CFA®) and the Chartered Financial Consultant® (ChFC®).
We are also seeking established advisors that may be working on their own and would prefer the advantages of working with a boutique firm like Putney. We are open to discussions about integration or acquisition.
Our advisors sell stocks, bonds, mutual funds and insurance products. Candidates may need licenses such as the Series 6, 7, or 63 which are administered by the Financial Industry Regulatory Authority (FINRA).
Please submit your resume to:
Ted Parkhill, Managing Director