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

Toshiba America Energy Systems

Generator Field Service Repair Technician Job at Toshiba America Energy Systems

...in the Americas, including thermal, hydro and nuclear power plants. Position Summary We are seeking a Field Service Repair Technician to work out of our Milwaukee Service Center. The FS Repair Technician involves troubleshooting and repairing turbines, stators...

Humana Inc

Market CMO Job at Humana Inc

Become a part of our caring community and help us put health firstThe Market CMO is an instrumental clinical leader of our primary care team, combining clinical practice experience with leadership and operational management to ensure high-quality patient care and alignment...

Insight Global

Fiber Optic Technician Job at Insight Global

...-65k salary -will be in the field 90% of the time -need to have worked with fiber - specifically troubleshooting fiber optics Job Summary: As a Communications Field Technician in telecommunications at DQE, you will be responsible for the installation, maintenance...

Sanford Health

RN Transplant Coordinator Job at Sanford Health

...team where your contributions will positively impact patients seeking kidney transplant. - Collaborate with surgeons, transplant coordinators, social workers, pharmacist, dietician and financial services - This role involves a mix of medical assessments logistics and...

Peak Recruiting Solutions

Commercial Roofing Estimator Job at Peak Recruiting Solutions

...Requirements: A valid Drivers License and a satisfactory driving record At least 2 years of experience working in a commercial roofing estimator role Strong basic mathematical comprehension Reliable transportation capable of carrying a ladder and be able and...

Private Wealth Manager Job at Lifetime Recruiting Strategies, Cincinnati, OH

UnlpNWV0b3pRV1Q3dkx2a3I3ai94WTdJY0E9PQ==