Financial & Wealth Advisors: Provide financial planning and investment management services to their clients. Clients include people seeking professional management of their savings in order to get better returns, plan for retirement, create passive income streams, etc.Clients include large broker-dealers, RIA Custodians, Independent RIAs, Banks, and Private Wealth Advisory firms across the U.S.
Candidate Profile:
Should have your own client portfolio that you manage. Minimum book of business $30-40m.
Has not been recently terminated from another advisor role.
Located in the United States.
Is not encumbered by a non-compete or non-solicit.
May be an independent looking for a better support structure.
May want to work with a team that will allow for an exit strategy - a succession plan.
May be a small group of advisors looking for marketing and operational support that will allow for more rapid growth.
Whatever the situation, we likely can find you a home. The key is your ability to bring your existing clients with you.
Numbers & Facts
Location
Fairfield, Connecticut
Salary
$30–$40 Per Hour
Website
https://www.staffworthy.com/
Skills
Brokerageunmatched
Customer Support/Serviceunmatched
Financial Planningunmatched
Investment Managementunmatched
Investment Servicesunmatched
Marketingunmatched
Operational Supportunmatched
Private Bankingunmatched
Registered Investment Advisor (RIA)unmatched
Retirement Planningunmatched
Rich Internet Application (RIA)unmatched
Succession Planningunmatched
Team Playerunmatched
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