Financial Planning Consultant

3 weeks ago


Sefton Merseyside, United Kingdom StaffWorthy Inc. Full time

Our client, a leading financial services provider with a national presence, is seeking experienced Financial & Wealth Advisors to join their dynamic teams. the client offers a unique opportunity for candidates to work remotely, eliminating the need for relocation.
Provide comprehensive financial planning and investment management services to clients.
Collaborate with clients seeking professional management of their savings, retirement planning, and passive income strategies.
Our client base consists of various Wealth Advisory Clients, including large broker dealers, RIA Custodians, Independent RIAs, Banks, and Private Wealth Advisory firms nationwide. Examples of clients include industry leaders such as LPL Financial, Momentum Wealth Partners, Essex Financial, Atlantic Wealth Partners, Alliance Bernstein, among others.
Key Qualities
Options may include base salary, benefits, office facilities, support staff, and compliance expertise.
Potential for rapid business growth through acquisition and repositioning of assets.
Employment Type: Full-Time #J-18808-Ljbffr



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