Wealth Advisor

Wealth Advisor

2 Billion+ Wealth & Investment Management Firm
Published
September 21, 2020
Location
Southeast, Florida, United States

Description

Wealth Advisor

2 Billion+ Wealth & Investment Management Firm

Southeast, Florida

 

Overview
Dynamic and growing 2B+ Independent Wealth and Investment Management Firm seeks a Wealth Advisor to close business sourced through an extensive internal referral network.

 

Highlights

  • The Firm has been growing organically at a rate of 20% year over year since 2009 and has been approved to numerous referral platforms throughout the region
  • The Wealth Advisor will build relationships with Financial Consultants at Branches by positioning the Firm as the comprehensive planning and customized investment solution for appropriate clientele
  • Extensive array of turnkey marketing systems providing steady lead flow
  • Extensive operational and investment support from the home office
  • Six figure base compensation coupled with business development
    incentives in perpetuity with no cap on upside
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