Club Level Consulting - Financial Advisor Recruiters and M&A Consultants · 1 day ago
Financial Advisor (Remote or Hybrid)
United States
Full-time
Hybrid
Senior Level
$125K/yr - $1,500K/yrClub Level Consulting is a financial advisor recruiting firm seeking accomplished Wealth/Financial Advisors for a U.S. Wealth Management Firm. The role offers clients the ownership of their assets, flexibility in practice management, and access to extensive support and technology resources.
Financial Services
Hiring Manager
Maria Kutscher, CFP®, CFA®, CPWA, CEPA
Responsibilities
Client Ownership: You own your clients and assets - whether W2 or 1099!
Freedom & Flexibility: The freedom and flexibility to run your practice as you see fit
Deal Package: A customizable deal structure for you/your team's needs and goals
Payouts up to 50% in W-2, 90% in 1099, and 99% for pure RIA , depending on affiliation and support needs
You, the Advisor, are the Client: The FA/WA are the clients of this organization, with the relevant mindset and customer support expected as a client of the organization
Remote flexibility is available within select affiliation channels
Customized Support Services: A very flexible work culture with as little or as much support as is needed for you to be successful. The organization has broad-based resources, including full client services support staff, traders, marketing staff, tech assistance, and many other services
Cutting-Edge Technology: Tremendous, very user-friendly technology is available for the FA/WA and end clients. Its tech stack includes cutting-edge software, including AI integration
Marketing: World-class internal marketing support, internal ad agency, and award-winning research teams at your disposal
Prospecting: For advisors in growth mode, the company offers participation in its prospecting system, which will put qualified investors on your appointment calendar
Subject Matter Experts: The group owns a trust, investment bank, a commercial bank, and other “ancillary” services for its FA /WAs and their clients’ disposal
Company History: This group has been around for over 60 years
There are Multiple affiliation options (W2, 1099, RIA-Custody Services)
The Primary business is Wealth Management vs Banking
Full Fixed Income Desk with extensive Municipal Underwriting
Qualification
Required
At least $300k in T-12 / PC or $30 million AUM in production
Choice of affiliation within W2, 1099 independence, bank channel, independent RIA and hybrids
Benefits
Client Ownership: You own your clients and assets - whether W2 or 1099!
Freedom & Flexibility: The freedom and flexibility to run your practice as you see fit.
Deal Package: A customizable deal structure for you/your team's needs and goals.
Payouts up to 50% in W-2, 90% in 1099, and 99% for pure RIA , depending on affiliation and support needs.
You, the Advisor, are the Client: The FA/WA are the clients of this organization, with the relevant mindset and customer support expected as a client of the organization.
Remote flexibility is available within select affiliation channels.
Customized Support Services: A very flexible work culture with as little or as much support as is needed for you to be successful. The organization has broad-based resources, including full client services support staff, traders, marketing staff, tech assistance, and many other services.
Cutting-Edge Technology: Tremendous, very user-friendly technology is available for the FA/WA and end clients. Its tech stack includes cutting-edge software, including AI integration.
Marketing: World-class internal marketing support, internal ad agency, and award-winning research teams at your disposal.
Prospecting: For advisors in growth mode, the company offers participation in its prospecting system, which will put qualified investors on your appointment calendar.
Subject Matter Experts: The group owns a trust, investment bank, a commercial bank, and other “ancillary” services for its FA /WAs and their clients’ disposal.
Company History: This group has been around for over 60 years.
There are Multiple affiliation options (W2, 1099, RIA-Custody Services)
The Primary business is Wealth Management vs Banking
Full Fixed Income Desk with extensive Municipal Underwriting
Company
Club Level Consulting - Financial Advisor Recruiters and M&A Consultants
Choosing the right firm is one of the most important decisions you'll face in your career, but for many advisors, this can feel like uncharted territory.
Founded in 2024
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase