UpTick Financial- Advisor Recruiters and Consultants · 11 hours ago
Private Wealth Advisor
Tampa, FL
Full-time
Remote
Mid Level
$450K/yr - $550K/yr
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Responsibilities
Help high-quality advisors reach their full potential in a team-friendly environment.
Provide flexibility to advisors to run their businesses the way they choose.
Assist clients in areas such as insurance consulting and complex estate planning.
Offer high-end turnkey investment management platform with model portfolios.
Provide administrative support for tasks like new account opening and processing RMDs.
Qualification
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Required
Licensed in Series 7, 63, 66, and Life and Health Insurance
College degree or equivalent
Minimum of $25 million in AUM or $300,000 in T-12 production
Must have a positive attitude and want to affiliate with a team that believes we all work and succeed together
Clean compliance record
Preferred
Candidates with, or working towards, a CFP®
Experience serving high-net-worth and ultra-high-net-worth clients
Experience with eMoney, Tamarac, and Morningstar
The desire to grow your business through hard work, business acquisitions, and/or marketing
Benefits
Signing Bonus Available based on T-12 production
Strategic Alliances
Investment Management
Knowledgeable Admin Support
Company
UpTick Financial- Advisor Recruiters and Consultants
Employers strive to attain the best candidates to expand their organization throughout the Financial Services Industry.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Marc Elia
Founder
Company data provided by crunchbase
