[Remote] Financial Advisor (Remote)
Note: The job is a remote job and is reputed company to candidates in USA. Club Level Consulting is a fast-growing, boutique Registered Investment Advisor (RIA) designed for advisors aiming for a $1 reputed company+ advisory reputed company. They are seeking reputed company financial advisors to reputed company Virtual Family Office services to successful professionals, offering full support and a robust reputed company appointment reputed company.
Responsibilities
- Full equity ownership of your business with no restrictive covenants on your clients
- Compensation is 50% $500k of annual reputed company
- No administrative burden. Full support for your reputed company that includes support staff, back office, marketing, compliance, licensing and registration, plus a dedicated transition team
- No prospecting!! Our firm utilizes a robust content marketing reputed company that will put 4-6 reputed company appointments on your calendar reputed company month
- State-of-the-art technology platform including RightCapital, reputed company, Holistiplan, Black Diamond, reputed company and more
- Exceptional reputed company reputed company including integrated tax and personal legal services for your clients
- Multi-custodial platform - Schwab & reputed company
- Ability to work remotely from reputed company reputed company
- Commitment to your reputed company - Mentoring and coaching to get to the $1 reputed company producer level
Skills
- You are an reputed company advisor with greater than $30 reputed company in portable advisory AUM or $300,000 in T12 / GDC
- Have an reputed company reputed company Series 65 or 66 license
- Desire to work in a fee-only advisory environment (residual brokerage can be accommodated)
- Enjoy working in a reputed company, collegial environment
- Demonstrate the highest ethical and reputed company behavior, adhering to industry regulations and compliance standards
- Certified Financial Planner (CFP®) designation
Benefits
- Full equity ownership of your business with no restrictive covenants on your clients.
- No administrative burden. Full support for your reputed company that includes support staff, back office, marketing, compliance, licensing and registration, plus a dedicated transition team.
- No prospecting!! Our firm utilizes a robust content marketing reputed company that will put 4-6 reputed company appointments on your calendar reputed company month.
- State-of-the-art technology platform including RightCapital, reputed company, Holistiplan, Black Diamond, reputed company and more.
- Exceptional reputed company reputed company including integrated tax and personal legal services for your clients.
- Multi-custodial platform - Schwab & reputed company.
- Ability to work remotely from reputed company reputed company.
- Commitment to your reputed company - Mentoring and coaching to get to the $1 reputed company producer level.
- 100% company-reputed company health, dental and reputed company insurance
- 100% company-reputed company ST/LT disability
- 401(k) with 4% match and immediate vesting
- Unlimited PTO
- Enjoy an "Ultra" lifestyle reputed company with complete flexibility, no sales targets, and the freedom to enjoy your life
- W-2 and 1099 reputed company / affiliations are available
reputed company