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

C2 Education

Mathematics Science Tutor Job at C2 Education

...with parents/guardians about student progress and any concerns. Participate in professional development activities to enhance teaching skills and stay current with best practices. Adherent to C2 Educational Systems Inc.'s policies and procedures. Perform other...

STAFFED INC.

Server Job at STAFFED INC.

...Please review our standard grooming guidelines on the homepage. ~ Hair must be neat and tamed. ~ Facial hair to be clean-shaven. ~[NO : colorful makeup, nail polish, jewelry (preferably).] EVENT NOTES: ~ Cell phones must remain in the back of house...

Bertelsmann SE & Co. KGaA - Corporate Center

Intern Strategy and M&A at Bertelsmann Education Group (m/f/d) Job at Bertelsmann SE & Co. KGaA - Corporate Center

...Intern Strategy and M&A at Bertelsmann Education Group(m/f/d) Bertelsmann is a media, services and education company that operates... ...group RTL Group, the trade book publisher Penguin Random House, the music company BMG, the service provider Arvato Group, Bertelsmann...

BRIA

Licensed Practical Nurse (LPN) Job at BRIA

...Description: $2,000 sign-on bonus! * At BRIA, we are community-driven with a focus on work-life balance. Our nursing homes offer a compassionate care environment, empowering you. Licensed Practical Nurse (LPN) Benefits: ~ Growth from within ~ Next day pay...

Ethos Veterinary Health

Veterinary Technician Assistant Supervisor Job at Ethos Veterinary Health

...about us, please visit PM19 This role could be the perfect fit if you're searching for job titles like Veterinary Technician Supervisor... ...Manager, or Veterinary Technician Lead! Ethos Veterinary Health is at the forefront of innovation and world-class medicine. As...

Private Wealth Manager Job at Lifetime Recruiting Strategies, Detroit, MI

dmVpN25lQVM1UFIwMFBDK1phaVcyOUhIYmc9PQ==