Financial Advisor Partnership

Are you a financial advisor with 3-5 years of experience, an entrepreneurial spirit, and an established book of business? Are you looking for 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 allows the freedom to develop business practice in your own personal client-priority style. We focus on the unique situations of each and every client, meaning the only thing canned around here is coffee—Financial planning is fully customized for individuals of a niche market of women going through major life changes. To learn more about our business and mission, click here.

Remote work allows for an optimal work/life balance, and our collaborative and enthusiastic team creates the ideal working environment.

Desired Skills & Traits

  • 3-5 Years of experience
  • 4-year degree
  • Motivated entrepreneurial mentality
  • Friendly and personable demeanor

Benefits of Partnership

  • Freedom to develop business practice in your own personal style
  • Experienced administrative staff to support our advisors and their 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 solutions for investment management solutions for clients
  • Higher level of revenue retained by advisors

If you’re interested to see if you are a good fit, send us your resume and a little info about yourself.