Experienced Wealth Manager

2 weeks ago


Jamesburg, United States Prestige Wealth Management Full time

Are you an experienced Financial Advisor that is considering taking your book of business independent to get away from the headache of limited products, limited compensation, door-knocking, cold-calling, or sales quotas? Or even an existing independent advisor looking to continue growing with the support of a dynamic team in the DFW area? Look no further. At Prestige Wealth Management we are a Hybrid RIA based out of Southlake, TX that serves clients nationwide and combines all the factors of a thriving firm to partner and grow with for years to come. At PWM we are passionate about our clients and believe that proper wealth management requires us to evaluate all aspects of our client's finances such as; Portfolio Management, Financial Planning/Income Planning, Estate Considerations, and Tax Implications. We offer in-house Estate Planning and Tax Planning Specialists (EA) and an open architecture to allow you and your clients to decide the scope of your relationship whether it be quarterly tax planning or a la carte Financial Planning services, to Employer-Sponsored Plans for business clients, or full-service AUM model. We Offer: In-house money management for advisors who thrive on building relationships, but don't like making the trades. We have advisory platforms that take the portfolio management expense and complexity out of your day-to-day so you can focus on serving your clients and growing. Base salary Higher payout (50-95% payout depending on book size, credentials, and experience) Branding and Marketing to spread your reach Sign-on Bonus (depending on the size of the existing book) Flexibility to work in our current home office in Southlake or your own workplace location. Admin and Compliance support from one of the largest Independent Broker-Dealers in the industry (Osaic) to help you focus on growing your business and serving your clients. 401k benefits and company match (up to 5%) Best in industry analysis software and performance reporting to help your clients feel at ease during volatile markets. Tired of re-papering clients? Direct integration for Fidelity, Osaic Wealth, and Charles Schwab accounts so they can keep the platform they are familiar with while still being billed for advice and management by their favorite advisor (you). If you are solo, connect with our team for your service and money management needs to focus on the aspects of the business that you love. If you have an existing support team, not a problem. Let's grow together Qualifications 3+ years experience at a firm or broker-dealer 5M+ of existing AUM / GDC of 150k in last 12 months Series 7, 66 and L&H Licensed (and/or 6/63/65) Self-Motivated, Go-getter, Problem Solver, Entrepreneurial spirit, Positive "Can-Do" Attitude. Sales Background Strong Preference to have someone comfortable with public speaking about advanced insurance (VA/RILA/FIA/IUL/PF) and/or estate strategies (QCD/ILIT/Private Foundations/CRT/CRAT). Experience in Team Leadership, Banking, Branch Management, CFP, CFA, CPA, and CFO a plus, but not required. #J-18808-Ljbffr



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