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Vann Equity Management Plano, United StatesJob Description · Job Description · Vann Equity Management measures success by quality over quantity, which means we are very selective about advisors who join our team. If you are an advisor who shares our commitment to the highest standard, and who is interested in working wi ...
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Independent Financial Advisor with existing book of business - Plano, United States - Vann Equity Management
Description
Job DescriptionJob Description
Vann Equity Management measures success by quality over quantity, which means we are very selective about advisors who join our team.
If you are an advisor who shares our commitment to the highest standard, and who is interested in working with like-minded professionals, we look forward to visiting with you.
In just over 5 years, VEM has grown from being a boutique portfolio management firm, to one of the largest, comprehensive wealth management firms in Texas.
This notable transformation is due to some of Texas's top advisors and planners discovering the unique advantages of joining VEM.
Required Skills:
NASAA Series 65 Preferred (Series 7 & 66 in lieu of) registration required with 5+ years' experience.
Established and portable practice with a minimum of $10MM in AUM.
Experience managing client portfolios and driving growth.
Proven relationship building and business development skills.
If you run a clean, compliant driven practice and have a passion for what you do as a planner, we would love the opportunity to visit with you.
Ryan McDonaldRyan McDonald
Financial Planner
Or Cyndi McKinney, CCO
Company Description Vann Equity Management, LLC is an investment money management firm based in Plano, Texas.
Our firm offers traditional portfolio management solutions to institutional investors, independent financial advisors, high net-worth family offices and individual investors.
Our services include overall asset allocation to our proprietary investment models based on our clients' investment mandates, suitability analyses, and investment goals.
We specialize in quantitative investing using a data-driven methodology that combines cutting-edge analytical technology with mathematical principles to identify what is working during any given investment cycle.
Our proprietary proven process allows us to take advantage of statistically significant factors and dynamically weight our strategies to compete in the fast pace changing investment environment.
Our clients choose to work with us because they seek a proven, disciplined, and repeatable process that offers diversification, customization to their investment portfolio, and a team of investment professionals dedicated to helping them achieve their financial goals.
Company DescriptionVann Equity Management, LLC is an investment money management firm based in Plano, Texas.
Our firm offers traditional portfolio management solutions to institutional investors, independent financial advisors, high net-worth family offices and individual investors.
Our services include overall asset allocation to our proprietary investment models based on our clients' investment mandates, suitability analyses, and investment goals.
We specialize in quantitative investing using a data-driven methodology that combines cutting-edge analytical technology with mathematical principles to identify what is working during any given investment cycle.
Our proprietary proven process allows us to take advantage of statistically significant factors and dynamically weight our strategies to compete in the fast pace changing investment environment.
Our clients choose to work with us because they seek a proven, disciplined, and repeatable process that offers diversification, customization to their investment portfolio, and a team of investment professionals dedicated to helping them achieve their financial goals.
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