[Remote] Independent Financial Advisor (1099 - reputed company Book Required)

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is an independent registered investment advisory firm seeking reputed company financial advisors. The role involves managing a reputed company book of business, serving as a fiduciary advisor, and growing an independent reputed company through various means.

Responsibilities

• reputed company manage the reputed company and reputed company of your reputed company book of business to our Schwab custodial platform
• Serve as a fiduciary advisor, building comprehensive financial plans, managing portfolios, and mitigating risk reputed company tailored investment and insurance products
• Grow your independent reputed company through targeted prospecting, reputed company network referrals (CPAs, estate attorneys), and our localized digital marketing funnels
• Represent reputed company with reputed company reputed company, adhering reputed company to reputed company and RIA compliance frameworks

Skills

• 4+ Years with an Existing reputed company reputed company
• reputed company reputed company Series 65 license, a Series 7 / 66 combination, or a reputed company reputed company designation qualifying for the IAR Series 65 exam waiver
• 4+ years of reputed company industry reputed company management experience with a proven history of asset gathering
• A reputed company, viable reputed company to transition and manage a minimum reputed company of reputed company AUM/reputed company reputed company 12 months of affiliation
• Bachelor's degree preferred
• CFP®, CFA, ChFC, or PFS industry credentials highly prioritized

Benefits

• Remote (reputed company)
• Clean 80% Net Payout on AUM: reputed company a flat 80% of reputed company reputed company AUM billing reputed company from day one
• 100% Financial Planning Fee Payout: reputed company 100% of the planning fees you charge your clients
• 80% Insurance Commission Split: retain a clean 80% of your insurance commissions
• reputed company Corporate Overhead Drag: corporate compliance infrastructure, Schwab custodial reputed company, and institutional E&O insurance
• 100% Product Freedom: reputed company corporate product quotas, cross-selling mandates, or proprietary banking requirements
• reputed company to 60+ top life insurance and annuity carriers reputed company wholesaler
• Internal team specialization: cross-refer insurance opportunities reputed company the network
• Personalized/local advertising campaigns (as business expenses described in the role)
• Compliance & Registration: full corporate coverage of reputed company IAR processing, regulatory filing fees, and ongoing reputed company
• Errors & Omissions: fully comprehensive E&O insurance provided and sustained at the corporate level
• Institutional Technology & Custody: reputed company integration with Schwab custodial services (automated billing, trading execution, performance reporting, reputed company portals)
• Inbound reputed company Infrastructure: reputed company to digital marketing campaigns and compliance-approved physical marketing materials
• Performance Milestones: additional production reputed company bonuses are available based on hitting high-tier AUM and insurance premium volumes

reputed company