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

Vine Hospitality

Sommelier Job at Vine Hospitality

Sommelier-LB Steak Elevate your craft with us! Do you dream of vintages? Swirl with purpose? Live to share your knowledge of wine? Join our team at LB Steak as our Sommelier. This is a chance to contribute to a wine program that is bold, nuanced, and unforgettable...

Cintas Corporation

Seamstress/Tailor - 2nd Shift Job at Cintas Corporation

Requisition Number: 207680 Job Description Cintas is seeking a Seamstress/Tailor to support the Rental Division. The Seamstress/Tailor is responsible for accurately altering customer garments. Daily tasks include hemming and sewing emblems to garments. The Seamstress...

SEIU Local 2015

Organizer I Job at SEIU Local 2015

...SEIU Local 2015 Organizer I Based in Los Angeles, CA SEIU Local 2015 is Californias Long Term Care workers organization... ...living center workers throughout California, making it the largest union of long-term care givers in California and the second largest SEIU...

CalOpps

Senior Customer Service Representative (20203716) Job at CalOpps

...driven individuals passionate about working with the public. As a Senior Customer Service Representative, your role is pivotal in... ...members and guests. As the primary point of contact, supervises part-time staff, enforces Silliman Center policies, assists in training staff...

Year Up United

Entry Level Application Development Opportunity Job at Year Up United

...skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week.In-depth classes include:- Application Development- Banking- Business Operations...

Private Wealth Manager Job at Lifetime Recruiting Strategies, Louisville, KY

NGRjMmFseDdseHZDUnBaSlZ1a1hUbTM3NWc9PQ==