Independent Wealth Advisor | Build Your Practice & Legacy

Synectics Inc.; Florida; On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Subsidized medical, dental, and vision

401(k) match

Disability and life insurance

Non-qualified deferred compensation

Awards trips & conferences

Job summary

Synectics Inc. seeks entrepreneurial financial advisors to build and manage their own wealth management practice for individuals and businesses. You will have access to a dedicated support staff, a broad range of financial products, and no proprietary product sales requirements.

You will work with successful practitioners in a culture that values independence, career equity, and a lasting advisory legacy, with opportunities for open architecture and comprehensive education.

Qualifications

• FINRA licenses (Series 7 and 66) required or ability to obtain.
• CFP designation or pursuing it.
• Entrepreneurial mindset with ability to build client relationships and grow a practice.

Responsibilities

• Develop and manage a growing wealth management practice for individuals and businesses.
• Provide comprehensive wealth management solutions aligned with clients' goals.
• Collaborate with support staff and leverage open architecture with no proprietary product requirements.
• Build career equity and establish a lasting professional legacy for self and clients.

Skills

Client relationship building

Entrepreneurial mindset

Business development

Strong work ethic

Education

CFP designation

Series 7 & 66 licenses

Job description

Synectics Inc. seeks entrepreneurial financial advisors to build and manage their own wealth management practice for individuals and businesses. You will have access to a dedicated support staff, a broad range of financial products, and no proprietary product sales requirements.

You will work with successful practitioners in a culture that values independence, career equity, and a lasting advisory legacy, with opportunities for open architecture and comprehensive education.