What are the responsibilities and job description for the Strategic Wealth Management Experts position at Staffworthy?
About the role
Strategic Wealth Management Experts manage client savings to achieve better returns. They plan for retirement, create passive income streams and work with large broker-dealers, RIA Custodians, Independent RIAs, Banks, and Private Wealth Advisory firms across the U.S.
Candidate Profile:
- Must have their own managed portfolio with a minimum book of business $30-40 million.
- Not recently terminated from another advisor role.
- Located in the United States.
- No non-compete or non-solicit agreements.
- May be an independent seeking a better support structure.
- May want to join a team offering an exit strategy - succession planning.
- A small group of advisors may seek marketing and operational support for rapid growth.
- Ability to bring existing clients is key.
At Staffworthy, we offer a supportive environment allowing professionals to thrive in their roles. We value our team members' skills and expertise, and we're committed to helping them grow professionally and personally. As a Strategic Wealth Management Expert, you'll play a critical role in shaping the financial futures of our clients.
Salary: The estimated salary for this position ranges from $100,000 to $150,000 annually, depending on experience and qualifications.
Salary : $100,000 - $150,000
