Job Description
Job Description
Are you a Wiser Financial Advisor?
We have relationships with BD’s, RIA’s & Independents
Let's discuss what’s important for you. We have relationships globally
Financial Advisor Profile :
Our client is in the top 10 of U.S. Banks that is actively growing their national broker dealer network.
- Currently they have coverage in over 17 states + D.C. and has leading market share in 7 of the 10 top fastest-growing markets in the U.S.
- Candidates and or teams must have a minimum T-12 of $500K+ with transferable assets
- Both wire house and bank advisors are welcomed to apply
- FAs are paid on loans, investments, and insurance.
- FA’s can continue to grow their practice through other business partners in the firm.
- Larger producers with clients at the Reserve $5M- $25M+ level, can have access to the Client Segmentation Strategy which provides add on services to heighten the client experience.
- Advisors with niche business, they can partner with wealth advisors in their specialty groups (medical, legal, international business and sports & entertainment).
- Our client has an open architecture platform through Envestnet and competitive industry products. FA’s utilize Relationship Advisory Process (RAP) Financial planning model connecting to IRM.
They are a full-service brokerage firm and clear through Fidelity NFS; Salesforce customized for prospecting clients.
FAs are paid on loans, investments, and insurance. When an FA partners with business partners, they receive sales referral credit which posts to their grid.
For example : At a Wire house, Private Bank is competition, here we are partners where the Private Bank handles banking and lending functions, FA handles investments.
For established advisors, succession planning options to join 3 sunset agreements available (variable fixed, buyout)
Please contact Fabiana Mallory of Avior Executive Search directly for any additional information at [email protected].
All information will be kept strictly confidential.
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