Job Details <ul><li>Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience</li><li>&nbsp;Drive business results and acquire new assets, both from existing client base and new client acquisition</li><li>Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs</li><li>Partner with internal specialists to provide interdisciplinary expertise to clients when needed</li><li>Connect your clients across all lines of business</li><li>Ensure that proposed solutions fulfil clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach</li><li>Strictly adhere to all risk and control policies, regulatory guidelines and security measure</li></ul>

Does your current firm allow for you to use Values Based investment portfolios? How about Conservative ESG? If not then we should speak! In addition to the above we offer: <ul><li>Up front money/large payout/Equity in the whole RIA</li><li>Advisor owned firm</li><li>Hand off clients if needed</li><li>Leverage Strategic Partnerships of the firm to build your AUM. Nationally syndicated radio show that produces 50 leads per month</li></ul>

Parallel Economy Financial Advisor

Rival Sourcing

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