Become a Financial Advisor with &Wealth
&Wealth is seeking advisors to join our team who have an entrepreneurial spirit and an established practice of clients. &Wealth offers a positive working environment with the flexibility to work without corporate constraint. &Wealth is growing and we’re seeking skilled financial advisors to join our flourishing practice. As an established boutique firm with a strong brand, &Wealth seeks likeminded advisors who share the focus on the unique situations of each and every client. With a dedicated team to support a highly customized approach to financial planning, advisors can flourish in a client focused team setting. To learn more about our business and mission, click here.
Desired Skills & Traits
- Minimum 3-5 Years of experience./li>
- Motivated entrepreneurial mindset.
- High level of discretion and professionalism.
- Independent person with a positive outlook.
Benefits of Partnership
- Experienced administrative staff to support advisors and clients.
- State of the art technology platform for client reporting, investment management and relationship management.
- Mentorship and coaching to help grow your business and enhance your process.
- Established relationships with other professionals in the community to support clients.
- Platform of simplified, low cost investment management solutions for clients.
- Higher level of revenue retained by advisors.
To see if this is a good fit, be in touch at firstname.lastname@example.org