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

Amazon.com Services LLC

Senior Front End Development Engineer, Automation Integration Technologies Job at Amazon.com Services LLC

...We are seeking a passionate Front-End engineer to innovate in building Human Machine Interfacing... ...transportation. If you are a Front-End development engineer with a creative flare, problem-... ...non-internship professional front end, web or mobile software development using...

ABM College

Call Center Representative (Winnipeg) Job at ABM College

...Job Summary: ABM College is currently seeking a full-time Call Center Representative for immediate hire at our Winnipeg Campus . Our Advisors help potential students select and enroll in their ideal program. The ideal candidate is highly competent, energetic, and motivated...

Alberta Health Services

Environmental I - Cleaner/Housekeeper Job at Alberta Health Services

...the position of Environmental Services I (cleaner/housekeeper) who is dedicated to both high... ...provide the necessary training to safely clean and disinfect patient rooms, clinical areas... ...combination of day, evening, nights, and weekend shifts. Description: As an Environmental...

Blackwall

Sales Executive Job at Blackwall

...30+ countries, we are shaping the future of cybersecurity for hosting companies and beyond. Were looking for a SalesExecutive to help accelerate our growth. This is a high-impact role for someone who thrives on building relationship...

TalentSphere Staffing Solutions

CPA Tax Accountant Job at TalentSphere Staffing Solutions

...Strategy at the Most Refreshingly Different, High-Growth Firm in Accounting Where Work AND Life Thrive (Even in April) Location :... ...season), this firm is where CPAs go to thrive. The Role: CPA Accountant Relationship Manager & Tax Division Leader Were looking for...

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

MUZZMUFQNmZVR01IdVV2ZWVnbXRsUlFaelE9PQ==