Financial Advisor​/Wealth Management Associate

Who is Kinetic Wealth?

What does it mean to deliver wealth management advice? For many firms, it starts and ends at portfolio construction. How much stocks and bonds a client should hold is the extent of the recommendations these brokers provide. These “advisors” tend to work at large wire houses with recognizable brand names but are limited in terms of the real value they bring to their clients.

What does it mean to deliver wealth management advice? For many firms, it starts and ends at portfolio construction. How much stocks and bonds a client should hold is the extent of the recommendations these brokers provide. These “advisors” tend to work at large wire houses with recognizable brand names but are limited in terms of the real value they bring to their clients.

That’s not how Kinetic Wealth operates.

Kinetic Wealth believes wealth management advice should be much more comprehensive than just an asset allocation. Of course, investment management is a cornerstone of the work we do--and we’re proud of our approach to how we build portfolios for our clients - but we recognize that this is just one tenet of the true range of advice that is meaningful to growing one’s wealth.

As an independent Registered Investment Advisor, we are able to act on our vision of delivering more than just investment recommendations, but also in areas like risk management, retirement planning, tax planning, and estate planning. In short, we can truly act as holistic financial planners for the people that entrust us for our insights.

In the world of financial services, plenty of firms pride themselves on being good at one or two things. At Kinetic Wealth, we believe the only way to serve our clients is to be great at all areas of financial planning.

We are a boutique firm and with that comes considerable advantages. From the freedom to diversify the offering of advice we provide to clients, to not being constricted to operate in a rigid corporate structure. There is a flexibility to who we can work with and how we work with them. Plus, from a culture standpoint, there is the sense of fulfillment that comes with knowing you are a part of shaping the future of the enterprise.

Growth…and lots of it. The next three years are projected to be a big on ramp in terms of the size and scope of relationships our firm serves. This means that we need to build up our advisory team of professionals that get excited about new opportunities and are hungry for mentorship, one-on-one coaching, and development.

There are so many clients out there that are underserved in the advice that they are receiving from the large wire houses. We need advisors who want to make a real difference in the lives of others.

Becoming a financial advisor is hard. No, its more than that. It’s filled with rejection, self-doubt, and lots of uncertainty. The advisor development programs touted by the big box firms consist of a gray-haired advisor that beats his chest for an hour or two and then tells the new recruits where their phone and desk is. Its smilin’ and dialin’ time.

None of which teaches you how to actually be a financial advisor. At no point in that training are you taught how to deliver a financial plan or win trust from a client. So, once you’ve exhausted your prospect list of family and friends half a dozen times, you’re left with just a pit in your stomach, desperate for guidance on how to advance in this career, let alone even last in it.

The wealth management career can be an amazing one. There are very few jobs that allow you to capitalize on your competitive instincts while also being a source of relief for others. You can be a rainmaker and a counselor. A wealth…