Experienced Financial & Wealth Advisor with Existing Client Portfolio
Description Graydon Employment Solutions is seeking Financial & Wealth Advisors in all major U.S. cities. As a Financial & Wealth Advisor, you will provide financial planning and investment management services to clients who seek professional management of their savings to achieve better returns, plan for retirement, and create passive income streams. You will have the opportunity to work with several Wealth Advisory clients, including large broker dealers, RIA custodians, independent RIAs, banks, and private wealth advisory firms across the U.S. Company Culture and Environment The environment supports independent advisors who are looking for a better support structure. Collaboration is emphasized, allowing for team dynamics that foster growth and exit strategies for succession planning. Career Growth and Development Opportunities Advisors seeking a supportive team environment will find opportunities for rapid growth and professional development, along with potential exit strategies for their business. Detailed Benefits and Perks • Marketing and operational support to facilitate growth • Opportunities to collaborate with a team that values independent financial advisory practice Compensation and Benefits • Competitive compensation based on client portfolio and performance • Flexibility in working arrangements based on the advisor’s needs Why you should apply for this position today This position offers a unique chance for established advisors to enhance their practice without the constraints of a non-compete or non-solicit agreement. With numerous supportive options available, the right candidate can find a home that aligns with their career aspirations and client management goals. Skills • Strong financial planning and investment management skills • Ability to manage a client portfolio effectively • Excellent communication and interpersonal skills • Knowledge of various financial products and services Responsibilities • Provide comprehensive financial planning and investment management services • Manage and grow your client portfolio • Collaborate with team members to enhance service delivery • Develop strategies for sustaining and growing passive income streams for clients Qualifications • Must have an existing client portfolio valued at a minimum of $30-40 million • No recent termination from another advisor role • Currently located in North America • Not encumbered by a non-compete or non-solicit agreement Education Requirements • Relevant professional certifications (e.g., CFP, CFA) • Degree in Finance, Business, or a related field preferred Education Requirements Credential Category • Professional Certification • Bachelor’s Degree preferred Experience Requirements • Proven experience as a Financial Advisor or Wealth Manager with an established book of business • Track record of successful client management and financial planning strategies Why work in New York, NY New York City is a vibrant hub for finance and investment, offering endless opportunities for professional growth and networking. The city’s dynamic financial landscape provides a unique environment to thrive and connect with industry leaders. Additionally, the rich cultural scene and diverse population make it an exciting place to live and work. Apply tot his job