Wealth Manager

Are you a wealth manager with an established book of business but aren't happy at your current firm? Then we should talk!

Why Us?

• Compensation: Production payouts of 70% (nearly double the industry average)
• Have Your Voice Heard: From day one, you're not just an employee but a key player with a seat at the table.
• Empowerment: You run your book your way, just with our tools and team at the ready!
• No Sales Quotas: We don't believe in production requirements or sales quotas.
• Flexibility: No mandatory office hours since we are fully remote! We prioritize faith, family, and finance—in that order.
• Warm Leads: Benefit from our vast network of finance websites.
• Growth: From business consulting to physical real estate to marketing services, we'll help you diversify your revenue streams. AUM is just the start.
• Visibility: Dream of being a keynote speaker or seeing your name in top publications? We'll pave the way.
• Niche Clients: We equip you to own your niche client base of choice by building you a custom marketing plan.

Requirements

• A Series 65, ChFC, or equivalent (7/66 combo that can be converted into a 65)
• CFPs are preferred, but we know there are a lot of great advisors out there who haven't taken the plunge.
• Leave your commission products behind.
• Open-minded and ready to grow
• Team player attitude is a must.
• If you're seeking a salaried role with all the perks, hang tight. It's in the pipeline.

Interested?

• If this resonates with you, let's not waste time. Reach out via text at 936-899-5629 or drop us an email at [email protected]. All discussions are confidential.

For a deeper dive into our professional ethos, visit WorkWith11.com or Choose11.com. Our transition team is waiting to serve you!

Join us in redefining the future of wealth management. This is just the beginning.

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