We have long-standing relationships with some of the most respected names in financial services. We pride ourselves in the fact that we are very successful at identifying and sourcing some of the best talent available in the market today. Because of our reputation, we have contracts to recruit for respected companies like Morgan Stanley Smith Barney, Merrill Lynch, Sanford Bernstein, and even Google, in addition to many others.
If you are an experienced Financial Advisor and you are looking for an "agent" to help you negotiate the best package possible, please consider us. We are the ONLY firm in the industry to offer a "Community Giving Initiative" if we place you. Please click here to learn more about it.
If you are new to financial services, and you are looking for an opportunity to join a company that will pay you a respectable salary while you build your business, please consider us. We are experts at helping candidates find the right company to join when they are transitioning into this career field.
An example of one of the postions we recruit for:
We have been extremely successful at placing candidates with this company and have placed over 250 candidates in just three and a half years.
Our client is 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 amongst the best in the industry.
Details about the Position
Our client is an Award-winning firm, with a very solid and recognizable name and reputation, and is one of the leading investment firms in the United States.
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. However, they do ask that you are someone who is comfortable in a “sales” role, as your goal will be to ultimately sell yourself to your clients.
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 two and a half 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 inital salary period you should have enough clients and automatic revenues being generated that your salary will then be replaced by the recurring commissions.
Without knowing your background, it’s hard to say exactly what your salary will be, but they typically pay between $50,000 and $90,000 per year, plus commissions and bonuses.
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 all together, you can sell back your business for a sizeable 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 401(k), generous time- off, tuition reimbursement towards your CFP 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.
|
