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.
  • 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 info@andwealth.com