Independent Wealth Network, Inc. ยท 2 days ago
Investment Advisor Representative
United States
Full-time
Remote
Mid, Senior LevelIndependent Wealth Network is a dynamic and growing financial services firm offering tailored financial strategies to individuals, families, and businesses. They are seeking an experienced Financial Advisor with an established book of business to build their own advisory practice while benefiting from the support of a robust network of independent advisors.
Financial ServicesRetirementRisk ManagementWealth Management
Responsibilities
Build your own financial advisory practice while benefiting from the support and resources of a robust network of independent advisors
Leverage a transferable book of business to take your career to the next level
Qualification
Required
Active Series 65 or 66 or CFP license is mandatory
Proven track record in the financial advisory industry
Entrepreneurial mindset with a strong desire to build and grow your own financial advisory practice
Excellent interpersonal and communication skills
Strong analytical and problem-solving abilities
Commitment to ethical and compliant business practices
High level of integrity and professionalism in client dealings
Experience in providing holistic financial planning and advisory services
Benefits
Flexible schedule
Company
Independent Wealth Network, Inc.
We believe that independence and transparency are the foundation of a relationship which places clients above everything else.
Founded in 2017
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Jeff Zupancic
Chief Executive Officer
Art Dinkin
Chief Financial Officer
Company data provided by crunchbase