What are the responsibilities and job description for the Wealth Advisor position at trak group?
Wealth Advisor
trak group is partnering with a well-established financial services firm to identify experienced Wealth Advisors for both on-site and remote opportunities across the United States. This role offers flexibility in 1099 or W2 arrangements, strong in-house support, and company-sponsored client acquisition programs designed to help advisors grow and sustain their business.
Why You’ll Love This Role
- Comprehensive Support – Access to in-house teams for client service, operations, compliance, and sales support.
- Flexible Compensation Structures – Choose from a base salary plus revenue share model tied to assets under management and new client acquisition.
- Long-Term Growth – Succession planning assistance to support financial stability and client continuity.
- Lead Generation Programs – Gain exposure through company-sponsored seminars, workshops, and targeted marketing.
What You’ll Do
- Acquire new clients and develop personalized, long-term financial plans.
- Recommend solutions in investment management, insurance, estate planning, and tax strategy.
- Build and maintain lasting client relationships with support from internal service professionals.
- Utilize firm resources to streamline operations and deliver an exceptional client experience.
What You Bring
- Bachelor’s degree in Finance or a related field.
- Series 65 or 7/66, and Life & Health Insurance licenses required.
- CFP® certification preferred.
- 5 years of experience as a Financial Advisor with a strong performance history.
- Deep knowledge of investment strategies and financial planning.
- Strong interpersonal and presentation skills to engage and retain clients.
If you’re seeking a financial advisory role that combines flexibility, support, and long-term potential, trak group can help you find the right fit.
Apply today to start the conversation.
Salary : $50,000 - $100,000
