Private Wealth Manager Job at Lifetime Recruiting Strategies, Cincinnati, OH

UzVpRHdkVjU0enZuc3dMR2s5MHJqNzhwS1E9PQ==
  • Lifetime Recruiting Strategies
  • Cincinnati, OH

Job Description

National Wealth Management firm seeking experienced Financial Advisors to create and grow client relationships using comprehensive financial planning and sound asset management techniques. We are are opening offices throughout the United States.

Ideal candidates desire to run their own practice as a fee-based Investment Advisor (or team) - without the limitations or liabilities of a broker-dealer affiliation.

Benefits of working with us:
• Excellent Broker Dealer
• Systematic, Proven Processes to acquire and keep higher net-worth clients
• Repeatable, Proven Marketing Programs
• Personal Mentoring, Training, and Guidance by top producers
• Powerful Custodian Relationships
• Transition/ Onboarding /Integration /Training Program
• Compliance Support and Guidance
• Marketable Brand (or create your own)
• Opportunity to build and keep equity in your practice
• Exit Strategies for Retirement – Sell your business instead of giving it to your BD

Location(s)

Affiliate Advisor positions available throughout the country.

Firm
• An expanding boutique advisory firm specializing in Comprehensive Wealth Management, Investment Management, and Wealth Transfer/Estate Planning
• Founders and principals are proven top producers and excellent trainers
• We desire long-term advisors and partners, not “flash in the pan” producers
• Investments: 100% Fee Based.
• Insurance: Large offering of all types of fixed products
• Robust, repeatable marketing programs to build and retain your book
• A full complement of financial products and services for all levels of wealth management – simple to highly sophisticated

Compensation

• Investments: fee-based, high payout depending upon support needed
• Financial Planning: Hourly or Project Fees
• Insurance Sales (if applicable) Commissions paid at highly competitive rates. Skills Requirements: YOU MUST have:

• Comparable investment philosophy: Asset Allocation and scientific portfolio construction versus day trading, option strategies, or other speculative strategies
• Client-centric philosophy
• Series 65 or 66 license or ability to get rapidly (if you already have Series 6/7)
• CFP, CPA, CLU, or other advanced designation, or willingness to intensely pursue upon affiliation/hire
• Clean compliance record

For more information and a confidential discussion on your future, please respond with your resume and a description of your current situation (ie – wirehouse rep, independent, current book, desires, etc).

Job Tags

Hourly pay,

Similar Jobs

LF Studios

Surface Development Digital Modeler Job at LF Studios

 ...leading theme parks, museums, science centers, and entertainment spaces all over the world. We are seeking a Designer or skillful 3D modeler to help bring our figures and characters to life in Cincinnati, Ohio. As a member of our digital team, your primary roles... 

City National Bank

Private Wealth Analyst Job at City National Bank

*PRIVATE WEALTH ANALYST*WHAT IS THE OPPORTUNITY?Supports PB client teams in delivering investment analysis and financial planning materials...  ...Banking team in business development and relationship management activities to support investment management prospects and clients... 

Stellent IT LLC

Sr Drupal Developer Job at Stellent IT LLC

 ...Sr Drupal Developer Paramus, New Jersey(Hybrid) Phone + SKype Job Description: PRIMARY DUTIES / RESPONSIBILITIES Develop...  ...and Cloudflare. Ensure seamless integration with CC&B and Mulesoft when necessary. Utilize continuous integration and delivery... 

TrueCare

Senior Clinical Informaticist (Hybrid) Job at TrueCare

 ...TrueCare is a trusted healthcare provider serving San Diego and Riverside Counties, offering compassionate and comprehensive care to...  ...Clinical Informaticist serves as a critical link between the informatics department and clinical and business partners; they are both... 

Amazon

Software Development Engineer (Live Event Services - Prime Video), Prime Video Sports Core Services Job at Amazon

 ...massively scalable systems?We are the Prime Video Live Sports team and our mission is to...  .... In just a year, we delivered multi-game watching experience to our Prime Video customers...  ...posted until filled. Applicants should apply via our internal or external career site.