Financial Advisor (Fiduciary & Fee-Only)
AMC Wealth Management, LLC · United States · 2 wk ago
RemoteRemoteFinance$5k/moContract
Qualifications
- CFP, CFA, Series 65 or other exemption
- Preference for simplicity (e.g. indexes)
- No disclosure events or regulatory conflicts
- Relevant experience as an advisor
Responsibilities
- Book ownership & no product pressure
- Administrative & back-up support
- Registration fees & ERISA coverage done for you
- Compliance, support, & other administrative tasks handled
- Flexible client billing (hourly – 1%)
- Basic planning & operational software
- Ability to buy third-party add-on services
- Custody with Charles Schwab
- Built-in succession & continuity (optional)
- Marketing assistance, website, etc.
Benefits
- Competitive 1099 monthly payout:
- 90% on over $5,000 of revenue
- 80% on next $4,000 of revenue
- 70% on first $1,000 of revenue