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

SLADE GLASS CO

Entry level Data Analyst Job at SLADE GLASS CO

...We are committed to delivering cutting-edge data analytics of ourservices to our clients. Our goal is to help businesses make... ...Job Description: We are seeking a highly motivated Entry Level Data Analyst to join our team at Fullerton Ford. As an Entry Level Data Analyst...

Princeton University

Assistant Professor in South Asian Art History (tenure-track) | Princeton University Job at Princeton University

...Position: Assistant Professor in South Asian Art History (tenure-track) Description: The Department of Art & Archaeology invites applications for the position of Assistant Professor (tenure-track) in South Asian art history before 1850. The position...

Netflix Game Studio

Software Engineer (L4) - Continuous Integration Job at Netflix Game Studio

Netflix is one of the world's leading entertainment services, with 283 million paid memberships in over 190 countries enjoying TV series, films and games across a wide variety of genres and languages. Members can play, pause and resume watching as much as they want, anytime...

Foxelli Group

Remote Creative Strategist Job at Foxelli Group

Are you looking for a dynamic environment that fosters your ambition while providing total flexibility? Experience the best of both worlds: the opportunity to excel in a thriving company and the freedom to drive your own success. With over 10 years of experience...

Nurp

MEDIA MANAGER Job at Nurp

...journey of growth and discovery. Here, you'll collaborate with diverse talents, contribute to meaningful projects, and shape the future... ..., sexual orientation, or disability and actively foster inclusion in all forms both within our company and across interactions with...

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

VXZnaFljUHROVW1sVjE2WjlPR2ZHZjhJa0E9PQ==