Wealth Management Advisor (Remote)

Club Level Consulting - Financial Advisor Recruiters and Consultants; United States; Remote; USD 125,000 - 1,500,000; Full time

Job summary

Club Level Consulting recherche un conseiller financier pour rejoindre leur équipe en pleine expansion. Ce rôle offre la possibilité de travailler à distance tout en ayant un soutien complet pour le développement de votre pratique, sans charge administrative, et une rémunération lucrative basée sur les revenus annuels. Les candidats doivent avoir une expérience avérée avec un AUM portable supérieur à 25 millions de dollars et une licence FINRA active.

Benefits

Assurance santé, dentaire et vision entièrement payée

Stage/congé maladie entièrement payé

Plan de retraite 401(k) avec correspondance de 4%

PTO illimité

Options W-2 et 1099 disponibles

Qualifications

• Expérience avec plus de 25 millions en AUM portable.
• Souhaite travailler dans un environnement de conseil à honoraires uniquement.
• Doit démontrer un comportement éthique et professionnel conforme aux normes de l'industrie.

Responsibilities

• Travailler dans un environnement collaboratif.
• Fournir des services de bureau virtuel aux clients.
• Assurer la continuité des services financiers sans charge administrative.

Skills

Éthique professionnelle

Collaboratif

Communication

Education

Licence FINRA Series 65 ou 66

Tools

Technologie financière avancée

Job description

5 days ago Be among the first 25 applicants

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Club Level Consulting - Financial Advisor Recruiters and Consultants provided pay range

This range is provided by Club Level Consulting - Financial Advisor Recruiters and Consultants. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$125,000.00/yr - $1,500,000.00/yr

Direct message the job poster from Club Level Consulting - Financial Advisor Recruiters and Consultants

Consultant and Guide to Top Financial Advisors and RIAs | Advisor Transition Specialist | President, Club Level Consulting | [phone]

We represent a fast-growing, boutique Registered Investment Advisor RIA), that is purposely built for advisors that wish to have a $1 million+ advisory practice and take off 100 days per year. Their business model is fee-only, providing Virtual Family Office services to successful, busy professionals and their families. Working 100% remote, 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
• 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
• Commitment to your Success - Mentoring and coaching to get to the $1 Million producer level

Advisor Qualifications:

• You are an experienced advisor with greater than $25 million in portable 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
• W-2 and 1099 options / affiliations are available

We are an EQUAL OPPORTUNITY EMPLOYER.

Apply today and we look forward to learning more about you.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Finance

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Inferred from the description for this job

Medical insurance

401(k)

Vision insurance

Disability insurance

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