Consultants create individual wealth management or retirement plan client relationships based on an understanding of client needs both initially and on an ongoing basis and then applies innovative solutions to meet the client needs, using NAMCOA and Custodian investment platform resources..
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Requirements
- You love the industry and care about your clients!
- Good client relationship skills
- Strong personal credibility and ability to establish relationships quickly
- Confidence when dealing with sophisticated clients and complex investment portfolios
- Conscientious individual with a high level of attention to detail
- Entrepreneurial and a high level of commitment to the role
- Ideally a graduate of a 4 year institution
- A Series 65 license, or willing to obtain within 60 days. (Waived for CFP and CFAs)
Fee Flexibility: The advisor retains the flexibility to charge an asset-based or flat-fee on accounts.
Errors & Ommissions Insurance: Provided to all advisors, covers investment advisory, planning and any insurance business.
Location: Work from any State.
Available Custodians: LPL Financial, Interactive Brokers, SEI Trust Company, AssetMark and Equity Advisor Solutions.
To Apply: Please forward your resume or CV to pmcintyre@namcoa.com
NAMCOA practices a policy to provide equal employment and advancement opportunities for all employees regardless of race, creed, color, religion, national origin, ancestry, citizenship status, age, disability or handicap, sex, marital status, veteran status, sexual orientation or any other characteristics protected by applicable federal, state or local laws.