Independent Financial & Wealth Advisor - Grow Your Book

StaffWorthy; Fairfield (CT); Remote; 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

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.