Note: The job is a remote job and is open to candidates in USA. Club Level Consulting is a fast-growing, boutique Registered Investment Advisor (RIA) designed for advisors aiming for a $1 million+ advisory practice. They are seeking experienced financial advisors to provide Virtual Family Office services to successful professionals, offering full support and a robust client appointment strategy.
Responsibilities
- Full equity ownership of your business with no restrictive covenants on your clients
- Compensation is 50% <$500k and 75% >$500k of annual revenue
- No administrative burden. Full support for your practice that includes support staff, back office, marketing, compliance, licensing and registration, plus a dedicated transition team
- No prospecting!! Our firm utilizes a robust content marketing strategy that will put 4-6 qualified appointments on your calendar each month
- State-of-the-art technology platform including RightCapital, Wealthbox, Holistiplan, Black Diamond, Nitrogen and more
- Exceptional client value proposition including integrated tax and personal legal services for your clients
- Multi-custodial platform - Schwab & Fidelity
- Ability to work remotely from virtually anywhere
- Commitment to your Success - Mentoring and coaching to get to the $1 Million producer level
Skills
- You are an experienced advisor with greater than $30 million in portable advisory AUM or $300,000 in T12 / GDC
- Have an active FINRA Series 65 or 66 license
- Desire to work in a fee-only advisory environment (residual brokerage can be accommodated)
- Enjoy working in a collaborative, collegial environment
- Demonstrate the highest ethical and professional behavior, adhering to industry regulations and compliance standards
- Certified Financial Planner (CFP®) designation
Benefits
- Full equity ownership of your business with no restrictive covenants on your clients.
- No administrative burden. Full support for your practice that includes support staff, back office, marketing, compliance, licensing and registration, plus a dedicated transition team.
- No prospecting!! Our firm utilizes a robust content marketing strategy that will put 4-6 qualified appointments on your calendar each month.
- State-of-the-art technology platform including RightCapital, Wealthbox, Holistiplan, Black Diamond, Nitrogen and more.
- Exceptional client value proposition including integrated tax and personal legal services for your clients.
- Multi-custodial platform - Schwab & Fidelity.
- Ability to work remotely from virtually anywhere.
- Commitment to your Success - Mentoring and coaching to get to the $1 Million producer level.
- 100% company-paid health, dental and vision insurance
- 100% company-paid ST/LT disability
- 401(k) with 4% match and immediate vesting
- Unlimited PTO
- Enjoy an "Ultra" lifestyle practice with complete flexibility, no sales targets, and the freedom to enjoy your life
- W-2 and 1099 options / affiliations are available
Company Overview