Vensure Employer Solutions

Independent 1099 Financial Advisor - Remote

Vensure Employer Solutions  •  $20k - $198k/yr  •  New York (Remote)  •  5 months ago
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Job Description

Are you a highly experienced Financial Advisor with a proven track record of success? Our client is a boutique wealth management firm operating like a Family Office, seeking for motivated and independent 1099 Financial Advisors to join our growing team.

Why join us?

  • Acquisition Opportunities: Their unique approach includes acquiring CPA firms, allowing their Financial Advisors to sell services to their existing client bases 17 . We also help advisors acquire books of business with a clear path to equity ownership.
  • Growth Strategies: Our client provides firm-level "turnkey " seminar marketing libraries and can help you define the best strategies for success 19 . They can assist in growing your AUM both organically and through book acquisition.
  • Team Collaboration & Succession: Whether you want to build a team or join an existing one, we support a holistic team approach. We can also assist with financing if you are interested in purchasing a book of business.
  • Robust Resources: Benefit from our true open architecture and multiple contract options. We have a dedicated asset management division with four CFAs, approved portfolios, and in-house resources, as well as an internal Financial Planning team and a Case Design team to support your clients.
  • Unrivaled Compensation: Our client has substantial capital, offering transition money and upfront compensation that is highly competitive.
  • Family Office Structure: We operate with a Family Office type structure, providing comprehensive support for your practice.

Qualifications:

  • 5+ years of experience as a Financial Advisor
  • Minimum $20 million in AUM
  • Hold at least a Series 6/63/65 or 7/66 license

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!

Vensure Employer Solutions

About Vensure Employer Solutions

Vensure Employer Solutions is a privately owned professional employer organization (PEO) headquartered in Chandler, Arizona, with offices in Sarasota, Florida, and Duluth, Georgia. As the nation’s fastest-growing PEO, Vensure uses industry-leading technology to offer complete, end-to-end solutions for payroll, human resources, benefits, risk management, and workers’ compensation services. From payroll processing and tax preparation, to full-suite benefits administration and claims management, VensureHR has payroll, HR, benefits, risk management, and workers’ compensation specialists to assist business owners with their unique business needs. Whether a product demo or specialized customer support, our service specialists provide the tools, resources, and industry expertise to help clients succeed. Vensure is committed to helping thousands of clients manage, nurture, and grow their businesses by providing employee and employer-related administration services. To learn more, visit https://vensure.com/.

Industry
Consulting & Advisory
Company Size
1,001-5,000 employees
Headquarters
Chandler, AZ
Year Founded
Unknown
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