Private Wealth Manager Job Canton area,Texas USA,Finance & Banking

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 United States.

Ideal candidates desire to run their own practice as a fee-based Investment Advisor (or team) - without the limitations or liabilities of a broker-dealer affiliation.

Benefits of working with us:

Excellent Broker Dealer

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 (or create your own)

Opportunity to build and keep equity in your practice

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

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).

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