Overview
Skills
Job Details
Thank you for your possible interest. Please apply for further information.
Term: Open, either 1099 or w2 employee status
Location: Open anywhere in the continental US and US territories
Role: Financial/Wealth Advisor
Client: Domestic US Investing House
$: Compensation and terms are open for this role.
Enterprise Level Financial Services Firms seeks accomplished Wealth/Financial Advisors. Seeking candidates with at least $ 300 K T/12 or $50 million AUM in production.
Some of the many benefits as to why this practice should be considered:
Thank you for your possible interest. Please apply for further information.
Term: Open, either 1099 or w2 employee status
Location: Open anywhere in the continental US and US territories
Role: Financial/Wealth Advisor
Client: Domestic US Investing House
$: Compensation and terms are open for this role--Dollars listed are open and depending on many factors.
Enterprise Level Financial Services Firms seeks accomplished Wealth/Financial Advisors. Seeking candidates with at least $ 300 K T/12 or $50 million AUM in production.
Some of the many benefits as to why this practice should be considered:
1-The WA or FA owns the assets, not the company
2-A customizable deal structure for its advisors.
3-The FA/WA are the clients of this organization, not the end clients/customers—with the relevant mindset and customer support expected as a client of the organization.
4-A very flexible work culture with as little or as much support that is needed for you to be successful. Organization has broad based resources that match almost to 1/1 ratios to WA/FA. Including but not limited to full financial services support staff, traders, marketing staff, technologists and many others.
5-A company with a less than 1% attrition rate
6-Tremendovery user friendly technology is available for the FA/WA and end clients. Very deep and long term tech investment.
7-World class internal marketing support, internal ad agencies and award winning research teams at your disposal
8-Various and extensive levels of support/options/offerings depending on needs of the end customers, to include vast capabilities for high net value ones.
9- This group has been around for many years
10-The group owns a trust, investment bank , a commercial bank and other “ancillary” services for its FA /WA’s and their clients’ disposal.
11-freedom/flexibility to run your practice as you deem fit
12- There are Multiple affiliation options (Advisor Choice Capabilities)
13-The Primary business is Wealth Management vs banking
14-Full Fixed Income Desk with extensive Municipal Underwriting
15—Payments on all deal structures.
And there is much more