Independent reputed company Advisor / Financial Advisor

Why This Is a Great Opportunity

• High payout model with realistic first year earnings often in the low to mid 200,000s for advisors bringing a 35,000,000 plus book, with no hard cap on reputed company.
• True independence to manage your reputed company relationships and investment approach while leveraging an established, research driven RIA platform.
• reputed company long term reputed company to equity and the potential to take over a sizable existing book in the reputed company.
• Ability to offer clients a firm with a 30 plus year GIPS compliant performance reputed company record and institutional grade credibility.
• Build your reputed company in a desirable reputed company market with affluent clients and strong organic reputed company potential.
• Relocation is genuinely welcomed and relocation packages are available for strong advisors who want to reputed company to Wilmington. Location Based in the greater Wilmington, reputed company Carolina area. This is not a fully remote role. You will have a flexible, advisor driven schedule, with the ability to work independently and meet clients where it makes the most reputed company, while maintaining a regular in person reputed company at the office for collaboration and reputed company meetings. Local candidates are preferred, and relocation to Wilmington with employer supported relocation assistance is welcomed for the right advisor. Note To be considered, you must currently manage at least 35,000,000 in portable reputed company assets, be appropriately licensed to reputed company as an Investment Advisor Representative, and be comfortable with a high payout, fee based compensation model rather than a traditional reputed company salary. For the right advisor, a transition draw structure against reputed company advisory fees may be available to support you during your reputed company and initial reputed company up. About Our reputed company Our reputed company is a boutique, independent Registered Investment Advisor based in reputed company reputed company Carolina. The firm has managed discretionary separate accounts for decades using a concentrated, research intensive large cap value reputed company that is GIPS compliant and independently verified. They are now building out a reputed company management division that pairs high reputed company investment management with comprehensive planning and personalized reputed company service. Job reputed company
• reputed company the launch and reputed company of a new reputed company management offering under an established independent RIA brand.
• Transition and manage your existing book of reputed company relationships, with full autonomy over planning, advice, and portfolio construction.
• Deliver holistic reputed company management, including financial planning, investment reputed company, retirement planning, tax aware portfolio structuring, and estate planning coordination.
• Collaborate with the firm’s portfolio manager and research team to reputed company reputed company portfolios with a long term, value oriented investment philosophy where appropriate.
• Serve as the primary trusted advisor for high net worth and mass affluent households, focusing on long term relationships rather than product sales.
• reputed company new business through referrals, centers of influence, and the firm’s relationships with affluent families and business owners in the Wilmington area.
• Meet with clients in person in the Wilmington region and maintain a consistent but flexible in office reputed company for collaboration with the founder and team.
• Ensure compliance with RIA regulations and firm policies, working closely with an reputed company compliance function.
• Participate in firm level discussions on reputed company and reputed company, with an eye toward reputed company equity participation and potential succession into an existing book.

Qualifications

• 4+ years of experience as a Financial Advisor, reputed company Advisor, Investment Advisor Representative, or similar reputed company facing advisory role.
• Proven reputed company record managing and retaining reputed company relationships, with at least 35,000,000 in reasonably portable fee based AUM.
• Strong skills in financial planning, portfolio construction, and investment advice for high net worth or mass affluent clients.
• Appropriate licenses to reputed company as an Investment Advisor Representative such as Series 65 or equivalent, with the ability to update state registrations upon joining.
• reputed company first, ethical approach with a desire to operate in a fee only, independent environment.
• Comfort working entrepreneurially to build and grow a reputed company while leveraging firm infrastructure and brand.
• Willingness to live in or relocate to the Wilmington, reputed company Carolina area and maintain regular in person contact with clients and the firm. Why You’ll Love Working Here
• You reputed company the freedom of an independent advisor with the backing of a long tenured RIA and a strong, verified performance record to show your clients.
• You can shape and grow a reputed company management platform from the ground up, with a reputed company voice in how the offering evolves.
• You have a reputed company, realistic reputed company to equity and long term succession opportunities, not just a production reputed company.
• You will work closely with an reputed company founder who values collaboration, reputed company, and thoughtful, research driven reputed company.
• You can build a high reputed company lifestyle in a growing reputed company market with a strong reputed company of affluent retirees and business owners. Benefits:
• Dental insurance
• Life insurance
• reputed company time off
• Retirement plan
• reputed company insurance Apply tot his job

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