Private Wealth Manager Job at Lifetime Recruiting Strategies, Amherst County, VA

bU5NWEh5NHhuMkRkN2UvdlVjNHZ1eldJaHc9PQ==
  • Lifetime Recruiting Strategies
  • Amherst County, VA

Job Description

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 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).

Job Tags

Hourly pay,

Similar Jobs

Designit

Remote Social Media Manager Job at Designit

 ...We are looking for a Social Media Manager to join our enterprise tech clients team. This role is a blend of strategy and execution and focuses on engaging, building, and proactively managing a positive social media community across organic and paid experiences. You... 

Prestage

Farm Maintenance Technician Job at Prestage

 ...Working under the direction of the maintenance coordinator and responsible for building repairs and maintenance work. Requirements Valid drivers license. Good organization and planning skills. Must be able to communicate well at all levels. Must be able... 

Be Fit

Health and Wellness Consultant Remote Job at Be Fit

Seeking upbeat motivated individuals to join our team. Responsibilities include educating potential clients on our memberships. No cold calling or telemarketing. Work PT or FT and set up home office. Flexible schedule, residual income, bonuses and more. Full training...

The Walt Disney Company (Corporate)

Security Officer, 7 Hudson Square (Part-time) Job at The Walt Disney Company (Corporate)

 ...Would you like to be part of a team that keeps the cast, crew, celebrity guests and co-workers at The Walt Disney Company safe and secure? Our partime Security Officers do it all, from working special events like Disney shows to regular perimeter checks of our buildings... 

Indiana Fitness Works Inc.

Traveling PTA Job at Indiana Fitness Works Inc.

 ...Indiana Fitness Works Inc. is seeking a Traveling Licensed Physical Therapy Assistant (PTA) to work in Muncie, Winchester, Portland, and Gas City.Our Partnership with Magnolia Health Systems means we can offer you job security, professional advancements, and the best...