About Us
At our firm, we are committed to offering candidates a personalized and boutique staffing experience. Specializing in the financial services industry, we have access to exclusive openings at some of the top wealth management firms nationwide.
Wealth Management Advisor - Nationwide
We are a specialized recruiting firm dedicated to linking experienced Wealth Management Advisors with tailored opportunities within our extensive network of prestigious firms. Our aim is to understand the unique needs and aspirations of our candidates, matching them with environments that foster professional growth and success.
Job Overview:
We are currently seeking dynamic and experienced Wealth Management Advisors to join our network of top-tier firms. As an Investment Advisor Representative (IAR) with a minimum of 2 years of proven expertise, you will have the chance to explore various career solutions that align with your goals and aspirations.
Responsibilities:
Client Relationship Management: Develop and nurture lasting relationships with clients, providing comprehensive wealth management solutions and personalized financial strategies.
Business Development: Drive business growth by identifying and cultivating new opportunities within the target market, leveraging your existing network and expertise to expand your client base.
Compliance: Ensure adherence to regulatory standards and industry guidelines, staying updated with financial law and regulation changes.
Back Office Support: Collaborate with partner firms offering robust back-office support, enabling focus on client engagement, growth initiatives, and relationship management.
Strategic Planning: Contribute to the development and execution of strategic plans for the growth and success of the wealth management practice.
Required Skills:
Financial Acumen: Knowledge of financial markets, investment products, and wealth management strategies.
Communication Skills: Exceptional verbal and written communication skills to convey complex financial concepts clearly.
Business Development: Proven track record of expanding client portfolios and generating business opportunities.
Analytical Thinking: Strong analytical and problem-solving skills to address clients' unique financial needs.
Team Collaboration: Ability to collaborate effectively with colleagues, support staff, and clients to deliver exceptional service.
Qualifications:
2 or more years of relevant experience as a Registered Investment Advisor Representative (IAR).
Active IAR Registration (S65 or S66).
Preferred portable book of business or ability to discuss a book of business with restrictive covenants.
Commitment to providing exceptional client service and passion for helping clients achieve their financial goals.
Bachelor's Degree.
Salary and Benefits:
Competitive salary range based on placement with partner firms.
Benefits including 401(k), health insurance, and life insurance.
Compensation package includes bonus opportunities, commission pay, employee stock purchase plan, profit sharing, and signing bonus.
Work Schedule:
Full-time position, Monday to Friday.
Work setting includes remote and fieldwork.
Work Location:
Remote.
Employment Type: Full-Time
Salary: $ 75,000.00 150,000.00 Per Year
