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Financial and Wealth Advisor Job
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| Employer Name: Staffworthy Inc |
SpiderID: 13645734 |
| Location: Southport, Connecticut |
Date Posted: 1/12/2024 |
| Wage: 80000 |
Category: Finance/Investment |
| Job Code: |
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| Number Of Openings: 1 |
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Job Description:
Financial & Wealth Advisors: Provide financial planning and investment management services to their clients. Clients include people seeking professional management of their savings in order to get better returns, plan for retirement, create passive income streams, etc. Clients include large broker-dealers, RIA Custodians, Independent RIAs, Banks, and Private Wealth Advisory firms across the U.S.
Candidate Profile:
Should have your own client portfolio that you manage. Minimum book of business $30-40m.
Has not been recently terminated from another advisor role.
Located in the United States.
Is not encumbered by a non-compete or non-solicit.
May be an independent looking for a better support structure.
May want to work with a team that will allow for an exit strategy - a succession plan.
May be a small group of advisors looking for marketing and operational support that will allow for more rapid growth.
Whatever the situation, we likely can find you a home. The key is your ability to bring your existing clients with you.
Job Criteria:
Start Date:
Position Type: Full-Time Permanent
Years of Experience Required:
Education Required: Other
Overnight Travel: None
Vacation Time: Negotiable / Other
Contact Information:
| Contact Name: Alicia Thomas |
Company Type: Staffing Agency |
| Company: Staffworthy Inc |
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| City: Chattanooga |
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| State: Tennessee |
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| Zip: 37402 |
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Web Site: https://staffworthy-inc.breezy.hr/
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