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trak group
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https://www.thetrakgroup.com
https://www.thetrakgroup.com
USD
50000
YEAR
true
Wealth Advisor
trak group is working with a well-established financial services firm to find experienced Wealth Advisors for both on-site and remote opportunities across the United States. This role offers the flexibility of 1099 or W2 arrangements, strong in-house support, and access to company-sponsored client acquisition programs to help advisors grow their book of business.
Why You’ll Love This Role
What You’ll Do
What You Bring
If you’re looking for a financial advisory role that offers flexibility, strong support, and growth potential, trak group is ready to connect you with the right opportunity. Apply today!
Wealth Advisor
Posted: 03/11/2025
2025-03-11
2025-05-17
Employment Type:
Direct Hire
Industry: Wealth Management
Job Number: 14651
Pay Rate: 50,000
Job Description
Wealth Advisor
trak group is working with a well-established financial services firm to find experienced Wealth Advisors for both on-site and remote opportunities across the United States. This role offers the flexibility of 1099 or W2 arrangements, strong in-house support, and access to company-sponsored client acquisition programs to help advisors grow their book of business.
Why You’ll Love This Role
- Comprehensive support – dedicated in-house teams assist with client service, sales support, operations, and compliance.
- Multiple compensation structures – base salary plus revenue share model based on assets under management and new client acquisitions.
- Long-term growth – succession planning support to maximize financial security and client retention.
- Company-sponsored lead generation – opportunities through seminars, workshops, and targeted outreach.
What You’ll Do
- Acquire new clients and develop customized financial plans tailored to their goals.
- Identify and recommend investment, insurance, estate, and tax planning solutions.
- Build and maintain long-term client relationships, leveraging company resources for support.
- Work closely with in-house service professionals to streamline operations and enhance the client experience.
What You Bring
- Bachelor’s degree in Finance or a related field.
- Series 65 or 7/66, Life & Health Insurance licenses required.
- CFP® certification preferred.
- 5+ years of experience as a Financial Advisor with a proven track record.
- Strong investment management knowledge and ability to develop financial plans.
- Exceptional presentation and interpersonal skills to engage and retain clients.
If you’re looking for a financial advisory role that offers flexibility, strong support, and growth potential, trak group is ready to connect you with the right opportunity. Apply today!
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