- Should have their own client portfolio that they manage. Minimum book of business $30-40m
- Has not been recently terminated from another advisor role
- Located in North America
- Is not encumbered by a non-compete or non-solicit
- May be an independent looking for a better support structure
- May want to work with a team that will allow for an exit strategy - succession plan
- May be a small group of advisors looking for marketing and operational support that will allow for more rapid growth
- Whatever the situation, we likely can find them a home. They key is their ability to bring their existing clients with them.
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Financial Advisor
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Ten Solutions Bridgeport, United StatesJob Description · Job Description · Financial & Wealth Advisors: Provide financial planning and investment management services to their clients. Clients include people seeking professional management of their savings in order to get better returns, plan for retirement, create p ...
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Ten Solutions Bridgeport, United StatesJob Description · Job Description · Financial & Wealth Advisors: Provide financial planning and investment management services to their clients. Clients include people seeking professional management of their savings in order to get better returns, plan for retirement, create p ...
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Financial Advisor
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sun life financial advisor
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Insight Global Westport, United StatesOne of our financial services clients are Looking for an experienced advisor with a growth mindset, who will assist with managing a book of HNW clients. The ideal candidate will be able to utilize our rich product portfolio and exceptional prospecting opportunities, to grow the c ...
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Northwestern Mutual Norwalk Norwalk, United StatesAs a Financial Advisor, you will build long-lasting relationships, offer guidance, and provide solutions to help clients meet their financial goals and objectives. Financial advisors are supported by training programs, mentoring, and unlimited access to resources to assist their ...
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Atria Wealth Solutions Shelton, United StatesJob Description · Job DescriptionPeninsula Community Federal Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment services for its members in and around the Shelton WA area. · Peninsula Credit Union ...
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Lenox Advisors Stamford, United StatesIf you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to yo ...
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Financial Advisor
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Ameriprise Financial New Haven, United StatesObtain your required licenses/credentials within 150 days of hire:- FINRA Series 7- Active State Securities Agent Registration (S 63 or S 66)- Active IAR Registration (S 65 or S 66) and-State Life, Health Insurance and Variable Products lines. Attend Financial Advisor, Financial ...
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Financial Advisor
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NYL - Melville Melville, United StatesOur firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help our clients achieve their monetary goals. S ...
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Financial Advisor
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NYL - Melville Melville, United StatesOur firm is rapidly expanding and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Succe ...
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Financial Advisor
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Lenox Advisors Stamford, United StatesIf you find yourself contemplating the meaning of your work, it may be time for a change. A job, at best, allows one to offer a service of value in return for compensation. A calling, on the other hand, is a reason to get up in the morning, to bring meaning and satisfaction to yo ...
Financial Advisor - Bridgeport, United States - Ten Solutions
Description
Job Description
Job DescriptionFinancial & Wealth Advisors: Provide financial planning and investment management services to their clients. Clients include people seeking professional management of their savings in order to get better returns, plan for retirement, create passive income streams, etc.
Clients: We have several Wealth Advisory Clients seeking Advisors with a book of business to join their teams.Clients include large broker dealers, RIA Custodians, Independent RIAs, Banks, Private Wealth Advisory firms across the U.S.Examples include: LPL Financial; Momentum Wealth Partners; Essex Financial; Atlantic Wealth Partners; Alliance Bernstein..
Candidate Profile:
Many advisors have built their business as far as they can without a support structure and are looking for strategies that will remove the operational challenges while allowing them to service their clients better with less stress. Or they recognize that by having a support team and structure they can continue to grow their client portfolio and income. Others recognize that with the proper support, they can exponentially grow their business and the subsequent multiple on their business valuation. Some of our clients have structures in place that will allow for this rapid growth through acquisition and repositioning those assets into the advisors business. They are then able to rapidly help the advisor grow to enterprise level and share in the ultimate sale at higher multiples.
These are just a few concepts to consider when speaking with wealth advisors. We want to know where they are currently in their business, what they see for their future and what their ideal situation might look like. With that, we likely can provide options for them to consider.
Many advisors we speak with are great at servicing their clients but havent done much to help themselves. They dont have a succession plan nor do they even realize the options available to help make their lives far easier and more profitable.
Depending on the Advisors situation and goals, many solutions and structures are available. Options can include base salary, benefits, office facilities, support staff, compliance expertise and more.
