Private Wealth Manager
Lifetime Recruiting Strategies
- Charlottesville, VA
- Permanent
- Full-time
A Lead system/ marketing system
A Base compensation
- Excellent Clearing firm
- Systematic, Proven Processes to acquire and keep higher net-worth clients
- Repeatable, Proven Marketing Programs
- Personal Mentoring, Training, and Guidance by top producers
- Powerful Custodian Relationships
- Transition/ Onboarding /Integration /Training Program
- Compliance Support and Guidance
- Marketable Brand
- Opportunity to build
- Exit Strategies for Retirement – Sell your business instead of giving it to your BD
- An expanding boutique advisory firm specializing in Comprehensive Wealth Management, Investment Management, and Wealth Transfer/Estate Planning
- Founders and principals are proven top producers and excellent trainers
- We desire long-term advisors and partners, not “flash in the pan” producers
- Investments: 100% Fee Based.
- Insurance: Large offering of all types of fixed products
- Robust, repeatable marketing programs to build and retain your book
- A full complement of financial products and services for all levels of wealth management – simple to highly sophisticated
- Investments: fee-based, high payout depending upon support needed
- Financial Planning: Hourly or Project Fees
- Insurance Sales (if applicable) Commissions paid at highly competitive rates. Skills Requirements: YOU MUST have:
- Comparable investment philosophy: Asset Allocation and scientific portfolio construction versus day trading, option strategies, or other speculative strategies
- Client-centric philosophy
- Series 65 or 66 license or ability to get rapidly (if you already have Series 6/7)
- CFP, CPA, CLU, or other advanced designation, or willingness to intensely pursue upon affiliation/hire
- Clean compliance record