Private Wealth Manager

Lifetime Recruiting Strategies•Cincinnati, OH

About The Position

National Wealth Management firm seeking experienced Financial Advisors to create and grow client relationships using comprehensive financial planning and sound asset management techniques. We are are opening offices throughout the United States. Ideal candidates desire to run their own practice as a fee-based Investment Advisor (or team) - without the limitations or liabilities of a broker-dealer affiliation. Benefits of working with us: Excellent Broker Dealer 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 (or create your own) Opportunity to build and keep equity in your practice Exit Strategies for Retirement – Sell your business instead of giving it to your BD Location(s) Affiliate Advisor positions available throughout the country. Firm 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 Compensation 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.

Requirements

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

Benefits

Excellent Broker Dealer
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 (or create your own)
Opportunity to build and keep equity in your practice
Exit Strategies for Retirement – Sell your business instead of giving it to your BD