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Financial Advisor
For Mitchell & Company Financial
D. Mitchell & Company is a Registered Investment Advisor started in July 2005. Mitchell & Company Financial is a subsidiary of D. Mitchell & Company, LLC. Our philosophy - strive to do what is right for our clients because we believe if we do our best for you, everything else will work itself out. It's that simple.
Mitchell & Company’s Operating Philosophy
We believe that having access to a variety of services, products and providers, presents us with an opportunity to offer our clients with what we consider to be the “best in class”, at any given time, as we are not a product manufacturer and do not sell our own proprietary products.
Qualifications for the Financial Advisor
Bachelors Degree or Equivalent Experience
Must have or be Able to Obtain Required Licenses*
Strong Written and Verbal Communication Skills
Must be Highly Motivated
Ability to Work Well Under Pressure with Multiple Priorities and Deadlines
Possess Leadership Qualities and an Entrepreneurial Spirit
Must Have a Strong Work Ethic
*Required Licenses
FINRA Series 65**
State Life, Accident & Health
State Property & Casualty
**The Series 65 licenses must be obtained prior to starting full time employment with DMC. DMC reserves the right to pay for FINRA required licensing on a loan basis. The loan will be forgiven after one year of full time employment. All licensing must be completed by the end of the fourth week of full time employment.
Responsibilities of the Financial Advisor
Develop and Maintain Client Base
Analyze Investment Opportunities and Client Needs, and Recommend Appropriate Strategies
Market and Sell Appropriate Investment Products
Prepare and Deliver Presentations to Clients and Prospective Clients
Attend Meetings and Continuing Education Sessions
Comply with All Industry Rules and Regulations
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“Our integrity, building your dreams.”
