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Financial Planner CFP

RIA Omaha, NE
  • Posted: 24 days ago
  • $75,000 to $250,000 Annually
  • Full-Time
  • Benefits: Vision, Medical, Dental

RIA participating in TDA's Advisor Direct referral program looking for an experienced financial advisor who:

1. Has hit a point in his growth curve where administration is inhibiting further growth.

2. Has the desire for equity ownership.

3. Has the desire for a great collaborative work environment.

4. Needs a turnkey marketing opportunity to blast through to $100m AUM.

  • rom your family based on pre-arranged terms.
  • Professional relationships. As a larger firm, WorthPointe has robust relationships with the three major custodians— Schwab, Fidelity and TD Ameritrade—as well as DFA.
  • Support. Receive paraplanning, portfolio management, compliance, and administrative support (accounting, legal, tax, bookkeeping, cash management and HR) so you can focus on existing and new clients.
  • Bigger business. You’ll win bigger business as a part of a larger firm. Big clients want depth on your bench and someone behind you if something happens to you.
  • New business development. Branding and marketing are taken care of at the firm level by professionals in those disciplines.
  • Partner status. All advisors are “partners” in the firm; you receive full value for the clients you bring to WorthPoint.
  • Equity arbitrage. Your business has greater value simply because your cash flow is part of a larger, more process- oriented and stable enterprise.
  • Trust services. As a shareholder in a federally chartered, advisor-owned trust company, you have trust services at your disposal.
  • Exit strategy. Whether you wish to move on now or in 5, 10, or 20 years—or die with your boots on—WorthPointe has a solution for you.

RIA

Why Work Here?

Be an owner!

Up and coming ensemble fee only RIA investment/planning firm that participates in custodial referral programs with opportunities in multiple states.

Address

Omaha, NE
USA

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