Private Wealth Manager
Private Wealth Manager
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Ideal candidates desire to run their own practice as a feebased Investment Advisor (or team) without the limitations or liabilities of a brokerdealer affiliation.
Benefits of working with us:
Excellent Broker Dealer
Systematic Proven Processes to acquire and keep higher networth 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 longterm 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: feebased 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
Clientcentric 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).
Lifetime Recruiting Strategies
Developing Relationships that last a Lifetime
Employment Type
Full Time
Key Skills
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