- 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.
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Independent Financial Advisor Wanted
3 weeks ago
Vann Equity Management Plano, United StatesJob Description · Job DescriptionVann 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 li ...
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Private Wealth Advisor
2 weeks ago
BOK Financial Plano, United StatesReq ID: 74506 · Location: Plano -PLAN · Areas of Interest: Private Wealth Advisor; Wealth Management · Pay Transparency Salary Range: Not Available · Application Deadline: 05/31/2024 · BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a ...
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Media Marketing Sales Consultant
5 days ago
Nelson Enterprises, Inc. Plano, United States**About Us**: Our local family owned & operated radio stations are the heart of the community, providing listeners with local news, local sports, and local information that matters most to them. We take pride in delivering high-quality content and connecting businesses with their ...
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Service Technician
2 weeks ago
Toyota of Plano Plano, United StatesJob Description · Job DescriptionService Technician – Toyota of Plano · We run an honest shop and need honest, hard-working techs. To be a success at our dealership, you need to have solid skills and solid ethics. We also know that to keep a good service tech, a dealership has to ...
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Wealth Management Analyst
3 weeks ago
M S CO Plano, United States: · POSITION SUMMARY: · The Wealth Management Analyst's responsibilities include producing strategy reports, synthesizing client/prospect data to develop customized financial plans, designing tailored reporting for new and existing clients and creating and executing marketing st ...
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Private Wealth Advisor
2 weeks ago
BOK Financial Plano, United StatesReq ID: 74506 · Location: Plano -PLAN · Areas of Interest: Private Wealth Advisor; Wealth Management · Pay Transparency Salary Range: Not Available · Application Deadline: 05/31/2024 · BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) ...
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Life Insurance Advisor
1 week ago
Barnes Agency Plano, United StatesJoin Our Team: Life Insurance Advisor · Are you a passionate go-getter with a knack for building relationships and driving results? Do you thrive in a dynamic environment where your efforts are rewarded? We're seeking a motivated Life Insurance Advisor to join our team and revol ...
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Private Wealth Advisor
3 weeks ago
BOK Financial Plano, United StatesReq ID:74506 · Location: Plano -PLAN · Areas of Interest: Private Wealth Advisor; Wealth Management · Pay Transparency Salary Range: Not Available · Application Deadline: 05/31/2024 · BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financial Corporation (NASDAQ: BOKF) is a t ...
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Private Wealth Advisor
2 weeks ago
BOK Financial Plano, United StatesSelect how often (in days) to receive an alert: · If you encounter any issues while trying to apply for a position, please email us at · Areas of Interest: · Private Wealth Advisor; Wealth Management · Pay Transparency Salary Range: · Not Available · BOK Financial, · Headquar ...
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Health Insurance Sales Agent
1 week ago
North American Insurance Services Collin County, United StatesJob Description · Job DescriptionAre you ready to kickstart your insurance agent career? Look no further We have an incredible opportunity for you as a health insurance agent (1099 commission) with North American Insurance Services (NAIS). · Overview: · Introducing the new PIVOT ...
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Bank of America Plano, United StatesJob Description: · Job Description · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and sha ...
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Automotive Hiring Event Join Our Team
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Brakes Plus Plano, United StatesJob Description · Job DescriptionCompany Description · If you are an automotive professional who is looking for a terrific work environment with an emphasis on teamwork and willingness to be successful, we want to meet you. · We have grown consistently since 1990 with stores acro ...
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Accounting & Consulting Intern
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Portfolio Counselor
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Fisher Investments Plano, United StatesAre you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, a ...
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Accounting & Tax Specialist Bookkeeper
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Human Resources Administrator
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Toyota Motor Company Plano, United States Full timeOverview · Who we are · Collaborative. Respectful. A place to dream and do. These are just a few words that describe what life is like at Toyota. As one of the world's most admired brands, Toyota is growing and leading the future of mobility through innovative, high-quality solut ...
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Healthcare Recruiter
2 weeks ago
staffdna® Plano, United Statesstaffdna is a recruit-tech (recruitment technology) company that allows you to unleash the power to discover, book, and seamlessly manage the highest paying healthcare jobs for travel, local, and per diem assignments. · Our #1 downloaded, industry changing, app connects nursing a ...
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Service Advisor
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Audit Senior Manager
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Loan Officer
2 weeks ago
Tri Pointe Homes Holdings, Inc. Plano, United StatesOverview: · Want to work for a fast-paced, innovative company? Tri Pointe Homes is always looking for individuals to help us push forward in our pursuit of high-level home buying. If this sounds like a career for you, apply to be a part of our great team. · Tri Pointe Connect, ...
Independent Financial Advisor Wanted - Plano, United States - Vann Equity Management
Description
Job Description
Job DescriptionVann 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:
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 McDonald
Ryan McDonald
Financial Planner
Or Cyndi McKinney, CCO
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.
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.\rVann Equity Management measures success by quality over quantity, which means that 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.\r
\r
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 Texas's top advisors and planners discovering the unique advantages of joining VEM.
