EMW Staffing Solutions LLC · 1 day ago

Wealth Management Advisor

United States

Full-time

Remote

Senior Level

$90K/yr - $500K/yr

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Human Resources Services

Hiring Manager

Eric Weissman, BSP

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Qualification

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Wealth ManagementFinancial AdvisoryClient Relationship ManagementMarketing Support

Required

At least $300 K T/12 or $50 million AUM in production

Benefits

The WA or FA owns the assets, not the company

A customizable deal structure for its advisors.

The FA/WA are the clients of this organization, not the end clients/customers—with the relevant mindset and customer support expected as a client of the organization.

A very flexible work culture with as little or as much support that is needed for you to be successful. Organization has broad based resources that match almost to 1/1 ratios to WA/FA. Including but not limited to full financial services support staff, traders, marketing staff, technologists and many others.

A company with a less than 1% attrition rate

Tremendous/very user friendly technology is available for the FA/WA and end clients. Very deep and long term tech investment.

World class internal marketing support, internal ad agencies and award winning research teams at your disposal

Various and extensive levels of support/options/offerings depending on needs of the end customers, to include vast capabilities for high net value ones.

This group has been around for many years

The group owns a trust, investment bank , a commercial bank and other “ancillary” services for its FA /WA’s and their clients’ disposal.

Freedom/flexibility to run your practice as you deem fit

There are Multiple affiliation options (Advisor Choice Capabilities)

The Primary business is Wealth Management vs banking

Full Fixed Income Desk with extensive Municipal Underwriting

Payments on all deal structures.