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 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 firm
• 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
• Opportunity to build
• 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 and Financial Planning Firm
• 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, Work at office,

Similar Jobs

Certified Languages

German Remote Interpreter Job at Certified Languages

...Job Description Job Description Job description German Telephonic Interpreters Wanted (Work From Home) Certified Languages... ...service all industries including insurance, financial, utility companies, customer service and state courts, etc. -CLI utilizes freelance...

Weatherby Healthcare

Radiologist Is Needed for Locums Coverage in IN Job at Weatherby Healthcare

...Radiologist Is Needed for Locums Coverage in IN at Weatherby Healthcare summary: A Radiologist is sought for locum tenens coverage in Indiana, requiring board certification or eligibility and credentialing. The role involves interpreting mammography, breast ultrasounds...

Spring Engineering, Inc

PROJECT ARCHITECT / SENIOR ARCHITECTURAL DESIGNER Job at Spring Engineering, Inc

...Description Job Description A busy multi-disciplined, 37-year-old architectural/engineering firm located in Pasco County, Florida is seeking... ...experienced, driven Project Architect/Senior Architectural Designer . This position will include designing and managing of high...

Lorenz Bus Service, Inc.

School Van Driver Job at Lorenz Bus Service, Inc.

...Salary: $17-$19*******START DATE IS SEPTEMBER 2RD******** Lorenz Bus Service, a leading transportation company in Blaine, MN, is seeking compassionate and safety-focused school van drivers for a part-time position. As part of our family-like team, you'll enjoy a...

Family Dental of Shawnee

Dental Hygienist Job at Family Dental of Shawnee

...office. Join a 10 person team that thrives on collaboration, communication and community Were located at 19 Interstate Parkway,... ...dentistry, dental hygiene procedures, dental patient screening and medical history documentation CPR Certification Preferred...

Private Wealth Manager Job at Lifetime Recruiting Strategies, New York, NY

U0EyeUJzRU9TWGxvODg2dzN0WUFTc2RQVnc9PQ==