Financial & Wealth Advisors

StaffWorthy; Fairfield (CT); On-site; USD 100,000 - 250,000; Full time

Job summary

A financial advisory firm is seeking experienced Financial & Wealth Advisors to provide professional financial planning and investment management services. Candidates should have their own client portfolio with a minimum of $30-40 million and a proven track record in client management. This role invites independent advisors looking for greater support and a growth-oriented environment. If you meet these qualifications and want to enhance your practice, we would like to connect with you.

Qualifications

• Must have own client portfolio with a minimum book of business of $30-40 million.
• Not recently terminated from another advisor role.
• Must not be encumbered by a non-compete or non-solicit agreement.

Responsibilities

• Provide financial planning and investment management services to clients.
• Manage client relationships and provide excellent service.
• Work towards growth and development of client portfolio.

Skills

Client management

Investment management

Financial planning

Job description

About the job Financial & Wealth Advisors

Financial & Wealth Advisors: Provide financial planning and investment management services to their clients. Clients include people seeking professional management of their savings in order to get better returns, plan for retirement, create passive income streams, etc.Clients include large broker-dealers, RIA Custodians, Independent RIAs, Banks, and Private Wealth Advisory firms across the U.S.

Candidate Profile

• Should have your own client portfolio that you manage. Minimum book of business $30-40m.
• Has not been recently terminated from another advisor role.
• Located in the United States.
• Is not encumbered by a non-compete or non-solicit.
• May be an independent looking for a better support structure.
• May want to work with a team that will allow for an exit strategy - a succession plan.
• May be a small group of advisors looking for marketing and operational support that will allow for more rapid growth.
• Whatever the situation, we likely can find you a home. The key is your ability to bring your existing clients with you.