Note: The job is a remote job and is open to candidates in USA. Walser Wealth Management is the fastest-growing wealth management firm in Florida, looking to expand their team of financial advisors. The role involves owning client relationships and providing comprehensive retirement and wealth planning, while working closely with a founder dedicated to the advisor's growth.
Responsibilities
- Own client relationships from first meeting through comprehensive retirement and wealth planning
- Serve households who already know who we are and showed up to learn more
- Work directly with a Founder invested in your growth — not a manager reviewing a pipeline
- Operate within a team with real systems and processes that work
- Build your financial future alongside your clients' — base salary + permanent revenue percentage
Skills
- 2+ years in financial services
- Hungry enough that a warm room full of people who want help makes you lean in, not coast
- You do right by clients — it's the only way you know how to operate
- You understand trust is the only thing that compounds forever
- Series 65/66 and Life Insurance licenses (for the right candidate, we'll help you get there)
Benefits
- Base salary + permanent revenue percentage
- Work directly with a Founder invested in your growth — not a manager reviewing a pipeline
- Operate within a team with real systems and processes that work
- For the right candidate, we'll help you get there
Company Overview
Walser Wealth Management offers advice, financial, investment, strategy planning and information services. It was founded in undefined, and is headquartered in Tampa, Florida, USA, with a workforce of 11-50 employees. Its website is https://www.walserwealth.com/.