CheckMate

FINANCIAL ADVISOR / PERSONAL WEALTH MANAGER

This is an exclusive executive position with an elite wealth management firm that only hires successful, motivated, and entrepreneurial professionals to represent their company. In return, this firm offers a lucrative salary along with a comprehensive benefits package that is among the best in the industry.

Locations

Many throughout the US.

About our Client

Our client is an award-winning firm, with a very solid and recognizable name and reputation, and is THE leading investment firm in the United States.

Last year our client was ranked #1 in pre-tax profit margins among all competing firms, and they have the lowest attrition rate of all of their competitors.

As a Financial Advisor for this firm, your task will be to leverage your professional experience and combine it with your ability to gain and keep your client’s confidence in order for him or her to trust you with managing their wealth. It is a big responsibility, and the main reason why this company only hires those with the utmost character, competence, and professionalism. As an Advisor for this firm, you will be able to provide your clients with just about every financial service available in the market today.

You will be able to provide an end-to-end platform of financial services - everything from cash management to financial planning, brokerage services, estate planning, block trading, and alternative investments, in addition to M&A advisory services for middle-market privately held companies. You would also be a member of one of the nation’s leading providers of defined benefit and defined contribution plans, as well as corporate stock plan services and administration.

And here’s something even more unique about this company. You will also have access to a wide range of lending products to offer your clients. From personal and home loan products to countless financing opportunities for your business-owner clients, you will truly be a one-stop solution for all of your client’s financial needs.

No experience is required in this industry as they will provide you with all of the training and licensure required to be successful. They do ask, however, that you are someone who is comfortable in a "sales" role, as your goal will be to ultimately sell yourself to your clients as they entrust you with their financial goals.

Details About Their Compensation

If you are hired into this position, you can be comfortable in knowing that your financial needs will be taken care of as you make your way into the business while you are training and growing your business. They will provide you a respectable salary for close to three years in addition to any commissions and bonuses you may earn along the way. No other firm in the industry pays a salary for this long for a "training" program such as this.

At the end of the three years, you should have enough clients and automatic revenues being generated that your salary will then be replaced by the recurring commissions.

And the best part about this business is that you own equity in it! What that means is that as you grow your business, when it comes time to finally retire or leave the business, you can sell back your business for a sizable amount of profit!

Benefits

You will become eligible for benefits starting on the first day of your employment. The benefits this company offers are extensive. They include a 401(k), generous time off, tuition reimbursement towards your MBA or other continued education, medical, dental and vision plans, and stock options. They also include such perks as mortgage assistance, special discounts for auto and homeowners insurance, and banking. You’ll also have a chance to build equity in the corporation through several stock ownership plans.

A Profile on Professionals This Firm Seeks

- Those with or without a current Series 7 license

- Those who come from a professional background such as: Sales Executives, Attorneys, Professors, Entrepreneurs, Business Owners, Bank brokers, retired Professional Athletes looking for a new career, and any other professional looking to make a career change where their earnings potential is unlimited.

We recruit for locations throughout the US - if you are interested, please send your resume to: art@academyrecruiting.com

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