Wealth Advisor

Compensation: high payout based on production

Ellis Retirement Services is looking for an experienced Wealth Advisor who has already built a book of business and is ready for something different than the traditional corporate financial advisor mold.

This isn't an entry-level advisor position. We're looking for an advisor with at least $100,000 in annual recurring revenue who enjoys serving clients and growing a business, but wants the freedom, technology, mentorship, collaboration, and support to do it their way.

If you're currently in a traditional corporate advisory environment and find yourself thinking there has to be a better, more enjoyable way to do this, we'd like to talk.

Memphis, TN | Hybrid

Compensation: high payout based on production

Ellis Retirement Services is looking for an experienced Wealth Advisor who has already built a book of business and is ready for something different than the traditional corporate financial advisor mold.

This isn't an entry-level advisor position. We're looking for an advisor with at least $100,000 in annual recurring revenue who enjoys serving clients and growing a business, but wants the freedom, technology, mentorship, collaboration, and support to do it their way.

If you're currently in a traditional corporate advisory environment and find yourself thinking there has to be a better, more enjoyable way to do this, we'd like to talk.

Ellis Retirement Services is an independent, fast-growing retirement and wealth management firm based in the Memphis area.

We're building a place where talented advisors can grow their businesses, take exceptional care of clients, and actually enjoy coming to work.

Our founder has more than 20 years of experience in financial services, advising clients and building businesses. We've invested heavily in the people, technology and processes that allow advisors to spend more time doing what they're best at:
working with clients and growing their business.

We also believe the advisory business is changing quickly. Technology, AI, client expectations, and the role of the advisor will continue to evolve, and we have the ability to adapt and flex as we grow. We're small enough to move quickly, adopt better tools, and try new ideas without waiting for layers of corporate approval.

We are independent to our core. We answer to no one but our clients. We believe that being fee-based is the best method of providing our clients with amazing service and planning. We offer ZERO proprietary products. Our team provides our clients with what they need...full stop.

We take the work seriously, but we have a good time along the way. Life is much too short to be serious and boring all of the time.

You may be a great fit if:

• You currently manage a portable book generating at least $100,000 in annual recurring revenue
• Your business is primarily advisory
• You have a Series 65 and/or CFP® designation, or can meet applicable advisory licensing requirements
• You're located in the Memphis area
• You want to continue growing your business
• You value independence and autonomy
• You want great resources without layers of corporate bureaucracy
• You're entrepreneurial, collaborative and enjoyable to work with
• You put clients first, no matter what

You won't be building your infrastructure from scratch.

Our team provides experienced operational and administrative support, established investment management resources, financial planning tools, compliance infrastructure, office and meeting space, and business-development support.

Our technology stack includes Wealthbox, Right Capital, Income Lab, Jump, Kwanti, FI360, Google Suite, Slack, Zoom, Loom and Canva.

We add and remove tools as the market changes and as we need them.

But we're not married to a particular way of doing things. We want to use the best tools available and have the flexibility to change as technology and the advisory profession change.

If there's a better tool or a better way to serve clients, operate the business or grow your practice, we want to be able to move.

We want advisors to have the freedom to market and grow in ways that fit their personality, strengths and target market, but with our support.

Maybe that's networking and referrals. Maybe it's educational events, webinars, retirement plan relationships, video, social media, seminars or something we haven't thought of yet.

You won't be expected to figure it all out by yourself.

The firm can provide support with marketing collateral, presentations and webinar decks, video and content creation, digital marketing, client events and other business-development initiatives.

Have an idea you think could grow your business? Let's talk about how we can help you execute it.

You'll also have direct access to an experienced founder and advisor for mentorship, collaboration and help growing your practice.

Compensation is production-based and…