Wealth Management Advisor - Independent Broker Dealer

About the role

Join a top 5 independent broker/dealer and grow your financial services practice with the support of an open architecture model of products and services, allowing you to operate as an entrepreneur without the administrative burdens.

Responsibilities

• Partner with one of our teams to grow and develop your practice while diving deep into niche markets.
• Become fully licensed and trained to charge financial planning and consulting fees.
• Work closely with our new business team to ensure new client applications are submitted and processed effectively.

Requirements

• Coachable and willing to be pushed beyond your comfort zone.
• A dedicated work ethic: independent, self-motivated, and goal-oriented.
• Strong relationship-building skills with a focus on putting people first.

Benefits

• Initial stipends to subsidize income.
• Full benefits including 401k, health, dental, and vision insurance.
• Opportunities for collaboration and mentorship from advisors with 20+ years of experience in financial services.
• Cutting-edge technology to streamline business operations.
• A team-based environment that prioritizes collaboration.