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 opening offices throughout the New York City Area. Here is your chance to have your own office with very little overhead.
Ideal candidates desire to run a practice as a fee-based Investment Advisor/ IRA (or team).
Benefits of working with us:
Excellent Clearing firmSystematic, Proven Processes to acquire and keep higher net-worth clientsRepeatable, Proven Marketing ProgramsPersonal Mentoring, Training, and Guidance by top producersPowerful Custodian RelationshipsTransition/ Onboarding /Integration /Training ProgramCompliance Support and GuidanceMarketable BrandOpportunity to buildExit 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 and Financial Planning FirmFounders and principals are proven top producers and excellent trainersWe desire long-term advisors and partners, not “flash in the pan” producersInvestments: 100% Fee Based.Insurance: Large offering of all types of fixed productsRobust, repeatable marketing programs to build and retain your bookA 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 neededFinancial Planning: Hourly or Project FeesInsurance 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 strategiesClient-centric philosophySeries 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/hireClean 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).
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