Financial Advisor

Job Description

Why do advisors join? It is the structure!

“It’s very simple. It’s the structure of the firm. All of the client services. Having investment, tax and planning specialists in house to meet your client’s needs. And then the collaborative approach, working with your clients to help them achieve their financial objectives.” - Members' Wealth Advisor

We believe we have built an environment that advisors love; and when they get here, they realize they have been missing it.

Advisors do not join an organization because of restrictive covenants, such as non-solicits, non-competes, non-accepts, etc, to name a few. So why would they stay because of them? At Members’ Wealth we have taken a much different approach:

No restrictions on leaving but lots of reasons to stay.

Members’ Wealth does not require advisors to sign non-solicits, non-accepts, non-competes.

When we introduce advisors to our service offering, emphasizing planning, custom portfolios, and financial professionals in house to work directly with their client on investments, tax, and estate – it is a real eye opener for them.

We recruit advisors that are great people with great values. We then incentivize them correctly in a great atmosphere that is collaborative, and client focused. We believe it is these ingredients that will lead to your continued success.

Why join as an advisor?

Given all the options you have out there, why would you consider Members’ Wealth to bring and grow your book of business?

You become a member and an owner of a fiercely independent organization. Therefore, you can look your client in the eyes and say their interests come first. You do not have to answer to public shareholders or private equity owners.

Customization is at our roots. It is a core belief. If you know your clients like we know our clients, then you know what is right for them. We respect that. You do not lose customization.

Humans all have our own specialties and passions. Advisors are no different. Do you love investments but want to also offer planning, then check out our experienced planners to serve your clients. Do you love planning but are not as enamored with investing, then check out our team of experienced investment professionals. Do you want support all around so you can focus on service and marketing – we have you covered.

Your options as an advisor:

When you join our team as a Members’ Wealth advisor, you can rest assured that we put your and your client’s interest first. You are provided with the service professionals your clients require. Your ownership in the company will grow as your book of business grows. And while you focus on enriching your clients’ financial lives, Members’ Wealth can help support you grow.

At Members’ Wealth, you become an owner in a culture built on a collaborative approach to servicing your clients. Our founders understand what it means to balance always being there for your client as an advisor and the importance of developing a consistent business strategy to grow as a business owner.

We’re looking for candidates who have:

• 5 or more years’ experience as a financial advisor
• Business development and relationship management skills
• Series 63 and 65
• A proven wealth management practice

Members’ Wealth is seeking Advisors. The Advisor is responsible for client acquisition and retention of client/family relationships, COIs and strong knowledge of the industry’s products, solutions, and services. The Advisor is responsible for a comprehensive client experience utilizing a full-service suite offering with the goal to preserve and growth client wealth.

Key Responsibilities

• Build…