What are the responsibilities and job description for the Private Wealth Manager position at Lifetime Recruiting Strategies?
National Wealth Management firm seeking experienced Financial Advisors to create and grow client relationships using comprehensive financial planning and sound asset management techniques. We are are opening offices throughout the United States.
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.
Benefits of working with us :
- Excellent Broker Dealer
- Systematic, Proven Processes to acquire and keep higher net-worth clients
- Repeatable, Proven Marketing Programs
- Personal Mentoring, Training, and Guidance by top producers
- Powerful Custodian Relationships
- Transition / Onboarding / Integration / Training Program
- Compliance Support and Guidance
- Marketable Brand (or create your own)
- Opportunity to build and keep equity in your practice
- Exit Strategies for Retirement – Sell your business instead of giving it to your BD
Location(s)
Affiliate Advisor positions available throughout the country.
Firm
Compensation
For more information and a confidential discussion on your future, please respond with your resume and a description of your current situation (ie – wirehouse rep, independent, current book, desires, etc).
