I am looking for an Associate Wealth Management Advisor that can speak to clients/prospects fluently in person and on the phone, handle a variety of new and service documents for investment accounts, work with retirement/financial planning software AND to assist in making recommendations based on planning software results. Training provided.
- Must have Bachelors Degree
- Must currently have Series 7.
- Starting compensation is $80k or higher. Higher based on experience, skills and/or bringing over AUM.
- Ideal candidate has earned their CFP® or aspires to earn their CFP®. (Not required but candidate will have higher earnings over their career) Full-Time only (our full-time work week is 35 hours).
- You'd be the 6th person joining our team of 5. Tenure of current staff is 3 years to 11 Years.
- You would be working locally and in office.
- I'm fortunate to have VERY low turnover with employees. We have a great team. In the last 20 years, I've only had one person resign that was not due to retirement.
I offer competitive pay, a flexible work schedule, and after one year of employment a 401k match of 10% (historically has been higher), and a generous bonus structure. Historically, compensation doubles over 8-10 years.
I also am also open to an associate that wants to be a hybrid of being an employee for me, but also desires building their own book of business in which I will provide a payout of 70%, minimum.