Emerson Zane | Wealth Management Advisor | alexandria, va

4 weeks ago


alexandria, United States Emerson Zane Full time

Are you an experienced Wealth Management Advisor looking to take your career to a firm that invests in your success? We’re seeking a seasoned professional to join a prestigious brokerage and investment firm where you can tap into a powerful brand, comprehensive resources, and a collaborative team culture. This is your chance to elevate your practice, expand your influence, and continue delivering exceptional service to your clients with the support of a top-tier organization


About the Role: In this role, you will utilize your financial acumen to provide comprehensive planning and investment strategies to a diverse array of clients, particularly ultra-high-net-worth individuals. Bring your established book of business and enjoy the freedom and potential for significant earnings that comes from being part of a firm renowned for its extensive resources and innovative solutions.



Responsibilities:


  • Build and maintain strong client relationships while delivering customized financial solutions.
  • Access a wide range of services tailored for ultra-high-net-worth clients, ensuring their unique financial needs are met.
  • Benefit from extensive lead generation efforts that will help you expand your client base and grow your practice.
  • Collaborate with a dedicated transition management team that will support you throughout onboarding, handling all aspects of your integration into our organization.


Qualifications:


  • 10+ years of experience as a Financial Advisor.
  • An established and portable book of business & $1million in minimum 12-month trailing production.
  • Certified Financial Planner (CFP) or Certified Financial Advisor (CFA) certification is required.
  • Proven track record with an established book of business.
  • Excellent interpersonal skills and a passion for helping clients achieve their financial goals.


Why Join Us?


  • Substantial monetary upside & upfront compensation
  • Work with a world renowned, respected firm that is synonymous with excellence in the financial industry.
  • Enjoy unparalleled support, resources, and a vast referral network designed to maximize your success.
  • Experience the flexibility to manage your own schedule while tapping into extensive lead generation to drive growth.
  • Join a collaborative culture that values innovation and supports your professional development.


If you’re ready to take your career to new heights with a firm that invests in your future, we want to hear from you Apply today to become part of an organization that truly values your expertise and ambition.



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