We specialize in connecting seasoned Wealth Management Advisors with exceptional career opportunities across our extensive network of prestigious firms. Dedicated to understanding the unique aspirations of our candidates, we focus on matching them with environments that nurture professional growth and success.
Position Overview
We are currently seeking dynamic and experienced Wealth Management Advisors to join our exclusive network. As an Investment Advisor Representative (IAR) with a minimum of 2 years of proven expertise, you will explore a variety of career solutions tailored to your goals and aspirations.
Key Responsibilities
Client Relationship Management: Build and maintain strong client relationships, offering personalized wealth management solutions and financial strategies.
Business Development: Drive business growth by identifying and cultivating opportunities within the target market. Utilize your network and, if applicable, a portable book of business to expand your client base.
Compliance: Ensure adherence to regulatory standards and industry guidelines, staying updated with financial laws and regulations.
Back Office Support: Collaborate with partner firms providing robust back-office support, allowing you to focus on client engagement and growth initiatives.
Strategic Planning: Contribute to strategic plans for the growth and success of the wealth management practice.
Required Skills
Financial Acumen: Proficiency in financial markets, investment products, and wealth management strategies.
Communication Skills: Exceptional ability to communicate complex financial concepts clearly and effectively.
Business Development: Demonstrated success in expanding client portfolios and generating business opportunities.
Analytical Thinking: Strong analytical and problem-solving skills to address clients' financial needs.
Team Collaboration: Ability to collaborate effectively with colleagues, support staff, and clients to deliver exceptional service.
Qualifications
2+ years of experience as a Registered Investment Advisor Representative (IAR).
Active IAR Registration (Series 65 & Series 63 or Series 66).
Active Series 7 certification.
Portable book of business preferred or ability to discuss a book of business with restrictive covenants.
Commitment to delivering exceptional client service and a passion for assisting clients with their financial goals.
Bachelor's Degree.
Compensation
Salary and benefits are based on placement with our partner firms, ranging from $50,000 to $250,000 per year.
Benefits
401(k) plan.
Health insurance.
Life insurance.
Schedule
Full-time, Monday to Friday.
Work settings include remote, office, and field locations.
Application
People with a criminal record are encouraged to apply.
Employment Type: Full-Time
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
Industries
Human Resources Services
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