Wealth Advisor

ONE Advisory Partners; United States; Remote; USD 100,000 - 200,000; Full time

Job summary

An innovative firm is seeking a Senior Talent Advisor to join their dynamic team. This role offers the unique opportunity to engage with affluent clients, providing exceptional investment advisory services without the burden of administrative tasks. With a robust support system and advanced technology, you can focus on building meaningful relationships and achieving your professional goals. Enjoy the flexibility of remote work and a competitive compensation structure, all while being part of a collaborative and ethical environment. If you are passionate about finance and client service, this is the perfect opportunity to elevate your career.

Benefits

100% company-paid health, dental and vision insurance

Unlimited PTO

401(k) with 4% match

100% company-paid disability insurance

Qualifications

• 5+ years of experience in investment advisory and client relationship management.
• Active FINRA Series 65 or 66 license required.

Responsibilities

• Engage with high-net-worth investors responding to marketing efforts.
• Facilitate the asset acquisition process with qualified investors.

Skills

Client Relationship Management

Investment Advisory

Communication Skills

Consultative Selling

Team Collaboration

Education

Bachelor's Degree in Finance or Related Field

Tools

RightCapital

Wealthbox

Holistiplan

Black Diamond

Nitrogen

Job description

6 days ago Be among the first 25 applicants

Direct message the job poster from ONE Advisory Partners

Senior Talent Advisor, ONE Advisory Partners

ONE Advisory Partners is a fast-growing, boutique registered investment advisor that is purposely built for advisors that wish to have a $1 million+ advisory practice and take off 100 days per year. Our business model is fee-only, providing Virtual Family Office services to successful, busy professionals and their families.

At ONE Advisory Partners, you don't have to trade financial success to live the life you want.

• Full equity ownership of your business with no restrictive covenants on your clients
• Salary commensurate with current income during the ramp up period (no stepping backwards)
• Compensation is 50% <$500k and 75% >$500k of annual revenue
• No administrative burden. Full support for your practice that includes support staff, back office, marketing, compliance, licensing and registration, plus a dedicated transition team
• No prospecting. Our firm utilizes a robust content marketing strategy that will put 4-6 qualified appointments on your calendar each month
• State-of-the-art technology platform including RightCapital, Wealthbox, Holistiplan, Black Diamond, Nitrogen and more
• Exceptional client value proposition including integrated tax and personal legal services for your clients
• Ability to work remotely from virtually anywhere

Advisor Qualifications

• You are an experienced advisor with greater than $25 million in advisory AUM
• Have an active FINRA Series 65 or 66 license
• Desire to work in an fee-only advisory environment (residual brokerage can be accommodated)
• Enjoy working in a collaborative, collegial environment
• Demonstrate the highest ethical and professional behavior, adhering to industry regulations and compliance standards.

Company Benefits

• 100% company-paid health, dental and vision insurance
• 100% company-paid ST/LT disability
• 401(k) with 4% match and immediate vesting
• Unlimited PTO
• Enjoy an "Ultra" lifestyle practice with complete flexibility, no sales targets, and the freedom to enjoy your life

Desired Skills and Experience

Client Executive Opportunity :

• Receive ongoing training in finance, capital markets, and client service
• Generous compensation structure with opportunities for career growth
• Work in an energetic team-oriented environment

Responsibilities:

• Engage with affluent and high-net worth investors who have responded to the firm's marketing efforts
• Communicate ONE’s investment philosophy and strategy to prospective and existing clients
• Facilitate the asset acquisition process with qualified investors
• Provide exceptional, proactive client service and the execution of clients’ retirement income plans

Qualifications:

• 5 + years of experience with an investment advisory firm, with specific experience developing and managing client relationships
• Strong work ethic and desire to excel in a dynamic team-based environment
• Highly professional consultative ability and work ethic
• Goal oriented, exceptional communication skills, competitive, and articulate
• Series 65 license
• Highly competitive compensation structure
• Open and supportive team-based environment
• Work-life balance with unlimited paid time off and flexible schedules
• Medical, dental, and vision benefits
• 401(k) and company funded profit sharing plan

ONE Retirement, LLC is an EQUAL OPPORTUNITY EMPLOYER

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Sales, and Consulting

Referrals increase your chances of interviewing at ONE Advisory Partners by 2x

Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Disability insurance

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