RIA Wealth Management Advisor Job

Employer Name: PARAGON Wealth Strategies, LLC	SpiderID: 2936832
Location: Jacksonville, Florida	Date Posted: 11/6/2009
Wage: 50,000+	Category: Finance/Investment
Job Code:
Number Of Openings: 5

Job Description:
Job Title
RIA Wealth Management Advisor

Job Description
A boutique RIA advisory firm is seeking experienced, client-centric Financial Advisors to develop and manage client relationships through customized and comprehensive financial planning.

Location(s)

Salaried Employee positions with bonuses based upon AUM/Production: Jacksonville, FL. Generous Payout Grid on your production.

Independent contractor positions – Affiliate Advisor positions available throughout the country

Firm
• An expanding boutique advisory firm specializing in Comprehensive Wealth Management, Investment Management, and Wealth Transfer/Estate Planning
• Founders and principals are proven top producers and excellent trainers
• We desire long-term advisors and partners, not “flash in the pan” producers
• Investments: 100% Fee Based.
• Insurance: Large offering of all types of fixed products
• Robust, repeatable marketing programs to build your book
• Globally respected custody providers
• A full complement of financial products and services for all levels of wealth management – simple to highly sophisticated
Benefits
• NO Broker-Dealer.
• Comprehensive Wealth Management Focus to capture higher-net worth clients
• Transition/Onboarding/Integration/Training Program and assistance
• A Systematic, Proven Process for Client Acquisition
• Repeatable, Proven Marketing Programs
• Personal Mentoring, Training, and Guidance by a proven producer
• Compliance Support and Guidance
• E&O Insurance
• Marketable Brand
• Robust Client Communication System
• Powerful Custodian Relationships with globally respected names and low fees
• Top Payouts on Fixed products
• Competitive Payouts on Fee-Business
• Opportunity to build equity in your practice
• Exit Strategies for Retirement – Sell your business instead of giving it to your BD

Compensation

• Investments: 100% fee-based
• Financial Planning: Hourly or Project Fees
• Insurance Sales (if applicable) Commissions paid at highly competitive rates.
Requirements

MUST have:

• Comparable investment philosophy: Asset Allocation and scientific portfolio construction versus day trading, option strategies, or other speculative strategies
• Client-centric philosophy
• Series 65 or 66 license or ability to get rapidly
• CFP, CPA, CLU, or other advanced designation, or willingness to intensely pursue upon affiliation/hire
• A minimum of $10M in fee-based assets under management or assets that could be converted to fee-based platforms quickly
• Clean compliance record
Preferred:
• CFP Designation and Series 65/66 license
• Experience at full-service firm
• Desire to move in the near future.
For more information and a confidential discussion on your future, please respond with your resume and a description of your current situation (ie – wirehouse rep, independent, current book, desires, etc).

Thank you.

Job Requirements:
Please see job description

Job Criteria:
Start Date: 01/01/2010
Position Type: Full-Time Permanent
Years of Experience Required: 3
Education Required: Bachelors
Overnight Travel: None
Vacation Time: Negotiable / Other

Job Benefits:
Stock or Stock Options, Flex Time, Other Benefits

Company Profile:
PARAGON Wealth Strategies, LLC is a comprehensive wealth management firm specializing in retired and pre-retired private clientele.

Contact Information:

Contact Name: Jon Castle	Company Type: Employer
Company: PARAGON Weath Strategies, LLC

City: Jacksonville
State: Florida
Zip: 32256

Web Site: http://www.wealthguards.com