Wealth Management Advisor – Nationwide

Wealth Management Advisor – Nationwide

Advisor Avenue is a specialized recruiting firm dedicated to connecting experienced Wealth Management Advisors with tailor-made opportunities within our extensive network of prestigious Wealth Management firms.  We understand the unique needs and aspirations of our candidates and strive to match them with the perfect environment to foster their professional growth and success.

We are currently seeking dynamic and experienced Wealth Management Advisors to join our exclusive network of top-tier firms.  As an Investment Advisor Representative (IAR) with a minimum of 2 years of proven expertise, you will have the opportunity to explore a range of career solutions that align with your individual goals and desires.

Duties and Responsibilities

• Client Relationship Management – Proven ability to develop and nurture lasting relationships with clients, while providing comprehensive wealth management solutions and personalized financial strategies
• Business Development – Drives business growth by identifying and cultivating new opportunities within the target market.  Leverage your existing network and, if applicable, a portable book of business to expand your client base
• Compliance – Ensure adherence to regulatory standards and compliance with industry guidelines including staying current with financial law and regulation changes
• Back Office Support – Collaborate with our partner firms that offer robust back-office support, enabling you to focus on client engagement, growth initiatives, and relationship management
• Strategic Planning – Contribute to the development and execution of strategic plans for the growth and success of the wealth management practice

 Necessary Skills

• Financial Acumen – Knowledge of financial markets, investment products, and wealth management strategies
• Communication Skills – Exceptional verbal and written communication skills, with the ability to convey complex financial concepts in a clear and understandable manner
• Business Development – Proven track record of successfully expanding client portfolios and generating business opportunities
• Analytical Thinking – Strong analytical and problem-solving skills, with the ability to assess and address clients’ unique financial needs
• Team Collaboration – Ability to collaborate effectively with colleagues, support staff, and clients to deliver exceptional service

Qualifications

• 2 or more years of relevant experience as a current Registered Investment Advisor Representative (IAR)
• Active IAR Registration (S65 or S66)
• A portable book of business preferred or the ability to discuss a book of business with restrictive covenants
• The ideal Advisory will have little to no broker-dealer business
• A commitment to providing exceptional client service and a true passion for helping clients with their financial goals
• Bachelor’s Degree

*Salary and Benefits based on placement with our partner firms*