What are the responsibilities and job description for the Wealth Management Advisor position at Jobleads-US?
Unlock Your Full Potential as a Financial Advisor
About Us
We are an expanding boutique advisory firm specializing in Comprehensive Wealth Management, Investment Management, and Wealth Transfer/Estate Planning.
Your Opportunity
We are seeking experienced Financial Advisors to create and grow client relationships using comprehensive financial planning and sound asset management techniques. Ideal candidates desire to run their own practice as a fee-based Investment Advisor (or team) without the limitations or liabilities of a broker-dealer affiliation.
What We Offer
- Personal Mentoring, Training, and Guidance by top producers
- A Transition/ Onboarding /Integration /Training Program
- A Marketable Brand (or create your own)
- Exit Strategies for Retirement – Sell your business instead of giving it to your BD
Our investments are 100% Fee Based, with a full complement of financial products and services for all levels of wealth management – simple to highly sophisticated. Our financial planning services include hourly or project fees, and we follow a comparable investment philosophy: Asset Allocation and scientific portfolio construction versus day trading, option strategies, or other speculative strategies.
