Vice President-Financial Advisor at Confidence Wealth Management
About Confidence Wealth Management:
Confidence Wealth Management is a SEC registered investment advisor firm dedicated to providing intricate wealth solutions and strategies to high-net-worth clients. Our collaborative and purposeful team has a clear mission: to help clients achieve transformational wealth and financial security.
About the Role:
As a Vice President-Financial Advisor at Confidence Wealth Management, you'll play a pivotal role in guiding families towards their financial goals. This unique opportunity allows you to focus on what you do best: building strong client relationships and delivering exceptional financial guidance.
Your Impact:
- Empower Financial Futures: Utilize your expertise to help clients navigate complex financial landscapes and achieve their long-term objectives.
- Cultivate Meaningful Relationships: Develop deep connections with clients, understanding their unique financial aspirations and concerns.
- Deliver Tailored Solutions: Work closely with our team of experts to craft personalized financial strategies that align with each client's individual needs.
Our Commitment to Your Success:
- Client-Focused Environment: Our established infrastructure handles logistics, allowing you to dedicate your time to what matters most - your clients.
- Collaborative Support: Benefit from our team of financial experts who work behind the scenes to enhance your client offerings.
- Professional Growth: Access ongoing training and development opportunities to stay at the forefront of wealth management strategies.
- Pre-Qualified Meetings: You will receive meetings on your calendar from potential clients that expressed interest in meeting with a member of our team. This could be you if you are with us. Our team will set the meeting for you without any work on your part in that regard.
Ideal Candidate:
- Minimum 3 years of experience in financial services.
- Series 65 OR Series 66 OR CFP OR CFA
- Passion for helping clients achieve their financial objectives.
- Exceptional relationship-building and communication skills.
- Ability to articulate complex financial concepts in an understandable manner.
Benefits
- Competitive base salary with uncapped commission potential.
- Comprehensive benefits package including health, dental, vision, disability, life insurance, and 401k.
- Clear path for career advancement within a dynamic and supportive firm.
Join Our Mission
If you're a dedicated financial advisor passionate about making a real difference in clients' lives, we invite you to apply.
Confidence Wealth Management LLC, an SEC registered investment adviser. Insurance products and services offered through Confidence Wealth & Insurance Solutions LLC. Confidence Wealth Management LLC (CWM) and Confidence Wealth & Insurance Solutions LLC (CWIS) are two separate affiliated companies.
