We are looking for an Experienced Advisor to join our Omaha Branch Office Team. This role would involving working out of our Omaha Office and primarily serving your existing clients & growing your book of business within the Omaha-Metro Area.
Requirements for Applicants:
- Currently Series 65 Licensed or hold your CFP®/ChFC Designation(s)
- In good standing with Compliance & Clean U4
- Have 5+ Years of Industry Experience within an Advisory Role
- Track Record of successfully growing a book of business
- Have existing AUM/AUA that could be brought with you
It would set you apart from other applicants if:
- You have $25M+ that could be brought over in a reasonable timeframe
- Experience with Nitrogen, Holistiplan, MoneyGuidePro, & Schwab Platform
- Prior experience working within a Small-Office Team
How we will help you within your role:
- In-House Operations Team to facilitate Paperwork & Back-Office Needs
- In-House Marketing Team for Creative Design Needs
- Marketing Budget Provided to help drive further growth
- Tech Platform (Nitrogen, Holistiplan, MGPro, & Schwab)
Compensation & Benefits:
- Hybrid Compensation Package (W2 + 1099 + Bonus)*
- Health, Dental, & Vision Insurance Available
- HSA Plan & Employer Contributions
- 401K Plan with Competitive Employer Match
*Compensation Package is negotiable depending on the applicants experience & existing book of business that would be brought over.
About IAMS Wealth: We are an SEC Registered RIA that was founded in 2016, and since have grown into 40+ Branch Offices in 20 different states. We have grown rapidly over the last 2 years, with no plans to stop anytime soon. We believe that this is a tremendous opportunity for someone to join something special in the early stages of the growth curve. To learn more, please visit our website.
