Our client is a planning-led, model-based to wealth management practice. With over 100 years in existence, the advisors are independent but not alone.
Key Responsibilities:
· Deliver comprehensive wealth management and financial planning with a client-first mindset. · Build and deepen long-term client relationships rooted in trust, education and real human connection. · Run your business as you see fit – set your client pricing, You decide how to serve your clients and market your practice. · Collaborate with peers who value integrity, growth and the simple principle that relationships matter. · Embrace the dedication to remaining independent and privately held by its advisors.
Ideal Candidate:
• Bachelor’s degree (Finance, Accounting or related discipline preferred) • 7+ years of experience in financial planning or wealth management • Active Series 7, 66 (or 63 and 65), and insurance license preferred • Strong understanding of financial sales and planning and investment business