Investment Advisor RepresentativePortfolio Medics • Saint Paul, Illinois, United States
Dieses Stellenangebot ist nicht mehr verfügbar
Investment Advisor Representative
Portfolio Medics
- Saint Paul, Illinois, United States
- Saint Paul, Illinois, United States
Über
Are you a Series 65/66 holder with an established book of business, ready to break free from the constraints of traditional firms? At
Portfolio Medics , we empower advisors to build thriving, independent practices while leveraging our innovative investment strategies and robust support.
Do you have a client base and want to offer them something truly unique while achieving your own financial and lifestyle goals? Let’s talk about going independent with Portfolio Medics.
Why Partner with Us?
True Independence & Flexibility : Work with the clients you want, when and where you want, with the freedom to operate under your own brand and style.
Support when you need it:
We provide comprehensive training, compliance, technology, and marketing support to help you focus on what matters—your clients.
Lucrative Payouts : Enjoy generous compensation with uncapped earning potential designed to reward your growth.
Seamless Transition : Our proven process ensures you can bring your clients with confidence, minimal disruption and maximum retention.
Who We’re Looking For
Licensed Financial Advisors (Series 65 or 66/7) with 3+ years of experience and an established client base (or a clear plan to grow one).
Entrepreneurial professionals frustrated by high fees, quotas, limited product offerings, or lack of autonomy at their current firm.
Advisors passionate about delivering tailored, risk‑managed solutions to clients of all portfolio sizes.
PLEASE NOTE
There is no starting salary at Portfolio Medics. Revenue is earned on fees charged on Assets under management (AUM).
Ready to Transcend Your Career?
This opportunity isn’t for everyone—it’s for advisors ready to defy comparison and build a practice that lasts a lifetime. If you’re feeling restricted by your firm’s bureaucracy or outdated strategies,
Portfolio Medics
offers a competitive edge. If you have a client base and a vision for independence, let’s connect.
Seniority Level:
Mid‑Senior level
Employment Type:
Other
Job Function:
Finance and Sales
Industries:
Investment Management
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Sprachkenntnisse
- English
Hinweis für Nutzer
Dieses Stellenangebot wurde von einem unserer Partner veröffentlicht. Sie können das Originalangebot einsehen hier.