Independent Financial Advisor | Equity Partner, AI Wealth

Thryve Wealth Management; United States; Hybrid; USD 90.000 - 180.000; Vollzeit

Benefits dieser Stelle

Health, dental, vision insurance

Equity compensation

Hybrid work options

Professional development support

Zusammenfassung

THRYVE Wealth Management is seeking a motivated Financial Advisor to join our fiduciary-led independent RIA. You will build relationships, craft comprehensive financial plans, and offer tailored investment solutions to individuals, families, and business owners.

You will collaborate with our CIO and Planning head to address retirement, investments, insurance, and estate planning while staying current on market trends and regulatory changes.

Qualifikationen

• Bachelor’s degree in finance or business economics (preferred).
• Series 66 (or 63/65) required. Life/Health license, Series 7, CFP or CWA preferred.
• An existing practice that is fee-based with assets of $100M+ in AUM.
• 3–12 years experience as a Financial Advisor.
• Strong interpersonal, communication, and analytical skills.
• Proficiency in Microsoft Office and CRM systems.

Aufgaben

• Acquire new clients through networking, referrals, and community engagement.
• Develop and maintain long-term relationships helping clients achieve financial goals.
• Collaborate with CIO and head of Financial Planning to create tailored financial plans.
• Analyze client data to recommend strategies aligned with risk tolerance.
• Stay current on market trends and regulatory changes.
• Ensure compliance with industry regulations and company policies.
• Compensation includes cash, equity, and revenue-based payout.
• Provide health, dental, and vision insurance.
• Support professional development and continuing education.
• Offer flexible work arrangements (hybrid possible).

Kenntnisse

Strong interpersonal

Communication

Analytical skills

Ausbildung

Bachelor's degree in finance or business economics

Tools

Microsoft Office

CRM systems

Jobbeschreibung

THRYVE Wealth Management is seeking a motivated Financial Advisor to join our fiduciary-led independent RIA. You will build relationships, craft comprehensive financial plans, and offer tailored investment solutions to individuals, families, and business owners.

You will collaborate with our CIO and Planning head to address retirement, investments, insurance, and estate planning while staying current on market trends and regulatory changes.