Vensure Employer Solutions
Independent 1099 Financial Advisor - Remote
Vensure Employer Solutions, New York, New York, us, 10261
Overview
Independent 1099 Financial Advisor - Remote
role at
Vensure Employer Solutions . A boutique wealth management firm operating like a Family Office, seeking motivated and independent 1099 Financial Advisors to join our growing team.
Why join us?
Acquisition Opportunities: Their unique approach includes acquiring CPA firms, allowing Financial Advisors to sell services to their existing client bases. We also help advisors acquire books of business with a clear path to equity ownership.
Growth Strategies: Firm level turnkey seminar marketing libraries and strategies to grow AUM both organically and through book acquisition.
Team Collaboration and Succession: Build a team or join an existing one with holistic support; financing assistance for purchasing a book of business is available.
Robust Resources: Open architecture, multiple contract options, asset management division with four CFAs, approved portfolios, and in-house Financial Planning and Case Design teams to support clients.
Unrivaled Compensation: Substantial capital, with transition money and upfront compensation that is highly competitive.
Family Office Structure: Comprehensive support for your practice within a Family Office type framework.
Qualifications
5+ years of experience as a Financial Advisor
Minimum $20 million in AUM
Series 6/63/65 or 7/66 license
Position details
Position Type: 1099 Commission Only
Position Location: Remote
If you are an experienced Financial Advisor looking to significantly grow your practice within a supportive and resource-rich environment, we encourage you to connect with us!
Job details
Seniority level: Entry level
Employment type: Full-time
Job function: Finance and Sales
Industries: Human Resources Services
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role at
Vensure Employer Solutions . A boutique wealth management firm operating like a Family Office, seeking motivated and independent 1099 Financial Advisors to join our growing team.
Why join us?
Acquisition Opportunities: Their unique approach includes acquiring CPA firms, allowing Financial Advisors to sell services to their existing client bases. We also help advisors acquire books of business with a clear path to equity ownership.
Growth Strategies: Firm level turnkey seminar marketing libraries and strategies to grow AUM both organically and through book acquisition.
Team Collaboration and Succession: Build a team or join an existing one with holistic support; financing assistance for purchasing a book of business is available.
Robust Resources: Open architecture, multiple contract options, asset management division with four CFAs, approved portfolios, and in-house Financial Planning and Case Design teams to support clients.
Unrivaled Compensation: Substantial capital, with transition money and upfront compensation that is highly competitive.
Family Office Structure: Comprehensive support for your practice within a Family Office type framework.
Qualifications
5+ years of experience as a Financial Advisor
Minimum $20 million in AUM
Series 6/63/65 or 7/66 license
Position details
Position Type: 1099 Commission Only
Position Location: Remote
If you are an experienced Financial Advisor looking to significantly grow your practice within a supportive and resource-rich environment, we encourage you to connect with us!
Job details
Seniority level: Entry level
Employment type: Full-time
Job function: Finance and Sales
Industries: Human Resources Services
#J-18808-Ljbffr