Independent Financial Advisor
Job description
Portsmouth-SmartLife Financial Group is a boutique financial platform dedicated to helping advisors enhance their clients’ experience.
Our firm provides leading technology, hands-on service, and access to:
- Multiple custodians
- Broker dealer(s)
- Variety of TAMPs and TPAMs
- National IMO with an advanced planning desk
- Medicare distribution firm and agents
We are seeking advisors with an independent practice looking to:
- Expand their brand
- Grow their business
- Leverage an experienced client services team to streamline their operations and focus on their clients
Our firm provides highly competitive payouts, platform pricing analysis and low expenses.
Advisors with between $20m-$50m in assets under management, at an inflection point in their growth, are most likely to benefit from our services.
Job Type: Contract
Pay: From $200,000.00 per year
Benefits:
- Flexible schedule
Schedule:
- Self-determined schedule
Supplemental pay types:
- Commission pay
Work Location: Remote
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