Watch this video to learn more about the Financial Advisor Partnership position at Money Managers, Inc. : ( youtu.be/IEE2-0CwQxs)

 

We are looking for high caliber advisors to partner with that hold a series 65 or 66 and an existing book of business who are looking to expand their clientele and advance their career and financial goals.

 

We provide a superior working environment for advisors with our competitive compensation arrangements and personalized service compared to the broker dealers and wire house world.

 

This opportunity will allow you to prioritize taking care of your client’s relationship and finances. We handle the back office work for you, including the processing of client paperwork as well as all of your compliance needs. CRM and Performance Reporting is also provided.

 

As a Money Managers Inc. partner you can be based outside of Orange County and work remotely.

 

We have proven process in place that will help you increase your income by allowing you to manage more clients.

 

PRIMARY RESPONSIBILITIES

• Provide sound financial advice to individuals and Small Business.

• Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan.

• Recommend strategies clients can use to achieve their financial goals and objectives, including advice on debt management, cash management, insurance coverage, and investments.

• Identify and keep abreast of new market trends.

• Use spreadsheets and market research to back up financial advice.

• Explain financial assistance available to college students.

• Review accounts to determine if life changes necessitate new financial strategies.

• Sell products such as stocks, bonds, and mutual funds.

• Determine the net worth of an individual or corporation.

• Oversee investments and make changes as necessary in order to help the individual or company to increase their wealth.

• This is not a salary position. Fee base only!

Join a strong, ethical company that offers you what you need to build a rewarding career as a financial advisor who is committed to serving the community: Culture & Commitment, Dedication & Support, and Opportunity & Rewards. That’s the Money Managers Inc. difference.

 

To setup a partner interview please apply now to submit your resume.