Private Wealth Manager

Lifetime Recruiting Strategies; Detroit (MI); On-site; USD 80,000 - 100,000; Full time

Job summary

Join a dynamic and expanding boutique advisory firm that specializes in comprehensive wealth management and investment strategies. As a Financial Advisor, you will have the opportunity to run your own practice, focusing on building long-term client relationships without the constraints of traditional broker-dealer affiliations. With personal mentoring from top producers and a robust support system, you can thrive in a client-centric environment that values your expertise and encourages your growth. This role offers an exciting chance to leverage proven marketing programs and powerful custodian relationships to enhance your practice and achieve your financial goals.

Benefits

Personal Mentoring

Training and Guidance

Compliance Support

Marketable Brand

Opportunity to build equity

Exit Strategies for Retirement

Qualifications

• Must have a client-centric philosophy and clean compliance record.
• Possess Series 65 or 66 license or ability to obtain quickly.

Responsibilities

• Create and grow client relationships using comprehensive financial planning.
• Operate as a fee-based Investment Advisor without broker-dealer limitations.

Skills

Asset Allocation

Client-centric philosophy

Series 65 or 66 license

CFP, CPA, CLU or advanced designation

Clean compliance record

Education

CFP, CPA, CLU or other advanced designation

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 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:

1. Excellent Broker Dealer
2. Systematic, Proven Processes to acquire and keep higher net-worth clients
3. Repeatable, Proven Marketing Programs
4. Personal Mentoring, Training, and Guidance by top producers
5. Powerful Custodian Relationships
6. Transition/ Onboarding /Integration /Training Program
7. Compliance Support and Guidance
8. Marketable Brand (or create your own)
9. Opportunity to build and keep equity in your practice
10. Exit Strategies for Retirement – Sell your business instead of giving it to your BD

Location(s)

Affiliate Advisor positions available throughout the country.

Firm

1. An expanding boutique advisory firm specializing in Comprehensive Wealth Management, Investment Management, and Wealth Transfer/Estate Planning
2. Founders and principals are proven top producers and excellent trainers
3. We desire long-term advisors and partners, not “flash in the pan” producers
4. Investments: 100% Fee Based.
5. Insurance: Large offering of all types of fixed products
6. Robust, repeatable marketing programs to build and retain your book
7. A full complement of financial products and services for all levels of wealth management – simple to highly sophisticated

Compensation

1. Investments: fee-based, high payout depending upon support needed
2. Financial Planning: Hourly or Project Fees
3. Insurance Sales (if applicable) Commissions paid at highly competitive rates.

Skills Requirements: YOU MUST have:

1. Comparable investment philosophy: Asset Allocation and scientific portfolio construction versus day trading, option strategies, or other speculative strategies
2. Client-centric philosophy
3. Series 65 or 66 license or ability to get rapidly (if you already have Series 6/7)
4. CFP, CPA, CLU, or other advanced designation, or willingness to intensely pursue upon affiliation/hire
5. 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).