What are the responsibilities and job description for the Financial Advisor position at TalentPro Recruiting?
About the job Financial Advisor
Job Title : Financial Advisor / Wealth Advisor
Location : Nationwide (Onsite)
Salary Range : $80,000 - $100,000
About the Role :
This is a unique and ongoing recruitment opportunity for seasoned financial advisors looking to make their next move. As a Financial Advisor or Wealth Advisor, you will provide comprehensive financial planning and investment management services to clients across the U.S. Your clients will range from individuals looking to grow their savings, plan for retirement, or create passive income streams. This is not a traditional job role it's a business opportunity designed for established Registered Investment Advisors (RIAs) with their own client base who are seeking more support, succession planning options, or growth opportunities.
Key Responsibilities :
- Develop tailored investment portfolios and strategies to help clients achieve their financial goals.
- Provide expert financial advice on topics like retirement planning, wealth management, and portfolio diversification.
- Maintain strong client relationships by offering personalized service and regular portfolio reviews.
- Focus on business development and bringing on new clients without the back-office headaches of compliance and administration.
Requirements :
Why Join Us :
Next Steps :
Interested candidates with a strong book of business and a passion for growth are encouraged to schedule a call to discuss potential opportunities.
Contact : Elizabeth Cuevas
Talentpro Recruiting
liz@talentprorecruiting.com
Salary : $80,000 - $100,000
