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.