Wealth Management Advisor

ONE Advisory Partners; Orlando (FL); Remote; USD 80,000 - 100,000; Full time

Job summary

An established industry player is seeking a Senior Talent Advisor to join their dynamic team. This role offers the unique opportunity to work in a fee-only advisory environment, providing exceptional services to affluent clients without the burden of administrative tasks or prospecting. With a focus on collaboration and ethical practices, you will engage with high-net-worth investors, communicate investment strategies, and facilitate asset acquisition. Enjoy the flexibility of remote work and a comprehensive benefits package, including full health coverage and unlimited PTO. If you are ready to elevate your career in a supportive environment, this position is perfect for you.

Benefits

100% company-paid health, dental and vision insurance

100% company-paid ST/LT disability

401(k) with 4% match

Unlimited PTO

Full support for practice including marketing and compliance

Qualifications

• 5+ years experience in investment advisory with client relationship focus.
• Active FINRA Series 65 or 66 license required.

Responsibilities

• Engage with high-net-worth investors responding to marketing efforts.
• Provide exceptional client service and execute retirement income plans.

Skills

Client Relationship Management

Investment Advisory

Communication Skills

Team Collaboration

Ethical Standards

Education

FINRA Series 65 or 66 License

Tools

RightCapital

Wealthbox

Holistiplan

Black Diamond

Nitrogen

Job description

2 weeks 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.

Benefits of Joining Us

• 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 a 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

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

ONE Retirement, LLC is an EQUAL OPPORTUNITY EMPLOYER

Seniority Level

• Associate

Employment Type

• Full-time

Job Function

• Finance, Sales, and Consulting