Financial & Wealth Advisors (Remote, U.S.)
Overview:
- Provide financial planning and investment management services.
- Serve clients seeking better returns, retirement planning, and passive income.
Responsibilities:
- Manage a client portfolio and offer professional financial advice and investment management.
Requirements:
- Existing book of business ($30-40 million minimum).
- No non-compete or non-solicit restrictions.
- Open to independents seeking better support or succession planning.
- Ability to bring existing clients to the new firm.
Benefits:
- Operational support to reduce stress and enhance client service.
- Opportunities for business growth and increased valuation.
- Base salary, benefits, office facilities, support staff, and compliance expertise based on needs.
Ideal Candidates:
- Advisors wanting to grow their business with support.
- Advisors seeking a succession plan and better future options.
Next Steps:
- Discuss current business, future vision, and ideal situation to provide tailored options.
Job Type: Full-time
Pay: $80,000.00 - $100,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Vision insurance
Compensation package:
Weekly schedule:
Work setting:
Education:
- High school or equivalent (Required)
Experience:
- Financial concepts: 1 year (Preferred)
- existing $30-40 million book of business: 1 year (Required)
Work Location: Remote