Wealth Advisor
1 week ago
We are seeking successful Fee-based Wealth Advisors to join our client's fast growing RIA team. They add value through private wealth management, retirement plan consulting, and thoughtful insurance protection. They work with individual investors, business owners, and independent financial advisors across the country so that they can spend less time working and more time doing what they love.
Wealth Advisor Benefits:
- Competitive compensation package. (80 to 90% payouts)
- Backed by a very large broker-dealer.
- Supportive and collaborative team environment: Trading, Compliance and Operations
- Build and maintain strong client relationships.
- Provide comprehensive financial planning advice, including investment strategies, retirement planning, estate planning, and insurance.
- Conduct financial needs assessments and develop personalized financial plans.
- Manage client portfolios and provide ongoing investment management services.
- Educate clients on financial concepts and market trends.
- Generate leads and build a strong referral network.
- Comply with all applicable regulatory and compliance requirements.
- Proven track record of success in the financial services industry. (minimum of $200k in annual Fee production)
- Excellent communication, interpersonal, and presentation skills.
- Strong analytical and problem-solving skills.
- Client-focused and results-oriented.
- Series 7 and 66 (or 63 & 65) licenses are preferred. CFP a plus.
- Bachelor's degree in Finance, Economics, or a related field preferred.
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