Financial Advisor (Remote or Hybrid)
Term: Either 1099 independent or W-2 employee status - your choiceLocation: Open anywhere in the USRole: Financial Advisor / Wealth AdvisorOur Client: Is a U.S. Wealth Management Firm / Registered-Investment Advisor with one of the best deal/transition packages on the street, along with a higher-than average grid/payout.An enterprise-level Financial Services firm seeks accomplished Wealth/Financial Advisors. Seeking candidates with at least $300k in T-12 / PC or $30 million AUM in production. Your choice of affiliation within W2, 1099 independence, bank channel, independent RIA and hybrids.Some of the many benefits as to why this firm should be considered:Client Ownership: You own your clients and assets - whether W2 or 1099 affiliation.Freedom & Flexibility: The freedom and flexibility to run your practice as you see fit.Deal Package: A customizable deal structure for you/your team's needs and goals.Payouts up to 50% in W-2, 90% in 1099, and 99% for pure RIA, depending on affiliation and support needs.You, the Advisor, are the Client: The FA/WA are the clients of this organization, with the relevant mindset and customer support expected as a client of the organization.Remote flexibility is available within select affiliation channels.Customized Support Services: A very flexible work culture with as little or as much support as is needed for you to be successful. The organization has broad-based resources, including full client services support staff, traders, marketing staff, tech assistance, and many other services.Cutting-Edge Technology: Tremendous, very user-friendly technology is available for the FA/WA and end clients. Its tech stack includes cutting-edge software, including AI integration.Marketing: World-class internal marketing support, internal ad agency, and award-winning research teams at your disposal.Prospecting: For advisors in growth mode, the company offers participation in its prospecting system, which will put qualified investors on your appointment calendar.Subject Matter Experts: The group owns a trust, investment bank, a commercial bank, and other “ancillary” services for its FA /WAs and their clients’ disposal.Company History: This group has been around for over 60 years.There are Multiple affiliation options (W2, 1099, RIA-Custody Services)The Primary business is Wealth Management vs BankingFull Fixed Income Desk with extensive Municipal UnderwritingAnd there is so much more…Please apply for further information.