Wealth Manager
Financial Advisors | Hybrid in Greenville, SC | Full Time | From $150,000 to $300,000 per year
Job Description
About the job
Are you a wealth manager looking to grow your book of business? We offer supported independence, cutting edge technology, financial strength, sales expertise, and ultra-competitive product solutions. If you’re a successful wealth manager, looking to accelerate your career, we offer...
- A diversified portfolio of investment, insurance, and retirement solutions – all manufactured here, so your input can directly impact the products we develop
- A one-stop shopping hub for insurance solutions when your clients’ needs must be met with products we do not offer
- A unique business markets process that will differentiate you and help you add more value to conversations with business owners
- Concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources
- A team of seasoned investment and trust specialists to meet your clients’ unique estate planning and wealth management needs
- Strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms
- State-of-the-art technology platforms and tools
- Enjoying flexibility: build your business the way that’s right for you – we respect your experience and expertise
- Seeing the pathway to success: receive the guidance and support you need to realize your vision for your practice
- Expanding your influence: we know your impact transcends families, boundaries, businesses, communities, and generations
- Being heard: because your voice matters, because you matter
- Transparency: enjoy honesty and clarity as the fundamental ingredients of partnership
- Innovation: benefit from dedicated investments into tools and technologies designed to make doing business easier for you
Compensation & Benefits
- Performance-based earnings and revenue from a diverse stream of commissions and fees.
- Transition income for experienced advisors.
- Renewal commissions and recurring fee income.
- Performance based bonus programs and expense allowances.
- Robust retirement package with up to 10% company contributions.
- Competitive and comprehensive medical, vision, and dental plans with subsidized premiums.
- Life Insurance and Disability Income Insurance.
- We offer ongoing insurance licensing, SIE, Series 7, Series 66 and more.
- Professional designation reimbursement programs.
Benefits
- Disability insurance
- Medical insurance
- Vision insurance
- Dental insurance
- 401(k)
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