Job Description

National Wealth Management firm seeking experienced Financial Advisors to create and grow client relationships using comprehensive financial planning and sound asset management techniques. We are are opening offices throughout the United States.
Ideal candidates desire to run their own practice as a fee-based Investment Advisor (or team) - without the limitations or liabilities of a broker-dealer affiliation.
Benefits of working with us:
• Excellent Broker Dealer
• Systematic, Proven Processes to acquire and keep higher net-worth clients
• Repeatable, Proven Marketing Programs
• Personal Mentoring, Training, and Guidance by top producers
• Powerful Custodian Relationships
• Transition/ Onboarding /Integration /Training Program
• Compliance Support and Guidance
• Marketable Brand (or create your own)
• Opportunity to build and keep equity in your practice
• Exit Strategies for Retirement – Sell your business instead of giving it to your BD
Location(s)
Affiliate Advisor positions available throughout the country.
Firm
• An expanding boutique advisory firm specializing in Comprehensive Wealth Management, Investment Management, and Wealth Transfer/Estate Planning
• Founders and principals are proven top producers and excellent trainers
• We desire long-term advisors and partners, not “flash in the pan” producers
• Investments: 100% Fee Based.
• Insurance: Large offering of all types of fixed products
• Robust, repeatable marketing programs to build and retain your book
• A full complement of financial products and services for all levels of wealth management – simple to highly sophisticated
Compensation
• Investments: fee-based, high payout depending upon support needed
• Financial Planning: Hourly or Project Fees
• Insurance Sales (if applicable) Commissions paid at highly competitive rates. Skills Requirements: YOU MUST have:
• Comparable investment philosophy: Asset Allocation and scientific portfolio construction versus day trading, option strategies, or other speculative strategies
• Client-centric philosophy
• Series 65 or 66 license or ability to get rapidly (if you already have Series 6/7)
• CFP, CPA, CLU, or other advanced designation, or willingness to intensely pursue upon affiliation/hire
• Clean compliance record
For more information and a confidential discussion on your future, please respond with your resume and a description of your current situation (ie – wirehouse rep, independent, current book, desires, etc).

Job Tags

Hourly pay,

Similar Jobs

Aperture Group

Manufacturing Engineer Job at Aperture Group

...Process Engineer Location: Lewisburg, TN Key Responsibilities: 1.) Process Analysis and Optimization: Evaluate existing manufacturing processes to identify inefficiencies, bottlenecks, and opportunities for improvement. Conduct thorough analyses, including...

Cromwell Architects Engineers

Fire Protection Engineer II Job at Cromwell Architects Engineers

...Fire Protection Engineer II Position Purpose The Fire Protection Engineer designs and implements fire protection alarm and suppression systems to ensure safety and compliance with fire safety regulations in various environments. The Engineer will work closely with...

Boscov's Department Store, LLC

Social Media Specialist Job at Boscov's Department Store, LLC

...family. Our coworkers are known for tackling exciting projects with a Yes We Can! spirit that defines Boscovs as a whole. We all work hard, but we have fun and we make friends. Ask someone why they love working at Boscov's and theyll tell you, we feel like were part...

Tutor Me Education

Special Education Aide Job at Tutor Me Education

...Technology : Use and teach tools like speech-to-text software or specialized apps. Social and Emotional Support : Build confidence,... ...and Adaptability : Adjust lessons based on the students needs and energy levels. Advocacy : Help students understand and...

DataCenterStaffing.io

Virtual Assistant Job at DataCenterStaffing.io

Were a growing network of mission-driven platforms reinventing the world of work. At the heart of our efforts is a commitment to removing barriers, empowering talent, and creating systems where workers are not just labor, but owners. Whether through workforce technology...

Private Wealth Manager Job at Lifetime Recruiting Strategies, Scottsdale, AZ

eVROUHVJWGJwQUlocVdrVDJLMGI0TWl2ZHc9PQ==