Financial & Wealth Advisors
staffworthyLancaster (OH)
Financial & Wealth Advisors
Posted 9 days ago
staffworthyLancaster (OH)
SENIORITY
Senior
About the role
About the job Financial & Wealth Advisors
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.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.