Financial Advisor (Wealth Manager)

Financial Advisor (Wealth Manager)

Left Brain Wealth Management is a SEC registered investment advisory firm based in Naperville, Il and Miami, FL. with a complete platform to help you grow your Investment practice. Our platform includes: comprehensive wealth management, a custom cloud based Securities Evaluation Application-Jarvis, an award winning Limited Partnership vehicle (hedge fund) The Left Brain Capital Appreciation Fund, Ltd, along with our newest offering -Left Brain Compound Growth Fund (LBCGX). The mission of Left Brain Wealth Management is to Create, Build and Preserve Wealth.

Are you looking for more freedom and independence without having the pressure of monthly quotas and goals? Can you imagine working for a firm who works to make you more productive and whose goal is to have you actually enjoy coming to work. If your focus is developing long term client relationships and portfolio management, instead of selling packaged products, we offer an attractive alternative to other offerings in the marketplace. As an Advisor with our firm, you are a fiduciary, you own your client relationships and place your clients’ interests first. You will have the freedom and flexibility to service clients with appropriate investment selections without regard to other interests.

As an Investment Advisor with Left Brain, you will be responsible for assessing and providing customized investment solutions to help clients achieve their long term financial goals. Your goal is to demonstrate to clients and prospects the value of Left Brain Wealth Management’s expansive platform resulting in asset accumulation and retention.

Come join us if:

  • * You’re currently an Investment Advisor looking to change your affiliation and transition your book of business to our platform.

  • * You’re an independent Advisor who simply wants to use our platform and office with us to receive administrative support and to associate with  * like-minded professionals.

  • * Your firm is currently going through a merger or acquisition and you would like to join a new registered investment advisory firm who offers an expansive platform in a less stressful environment.

  • * You’re a “sun-setter” Advisor getting closer to retirement who would enjoy working in a non-pressure environment while servicing your clients in a  fiduciary manner.

    Qualifications:

    * Series 65 or 66 license.

  • * Clean compliance record.

  • * Possess comprehensive industry and investment knowledge.  

  • * Outstanding service-oriented, client-focused communicator.

  • * Self motivated, highly driven with strong desire for performance driven compensation.  

Put your talent to work with support from a firm that shares your integrity and commitment to maximize retention and growth by delivering legendary service. We offer you the ability to work at an upscale registered investment advisory firm while providing a very attractive payout.

Additional Info

Education Level : Bachelors Degree

Experience Level : Mid to Senior Level

Job Function : Finance

Job Description : See attached.

Company/ Organization Name : Left Brain Wealth Management

How to Apply : Send resume to: annmarien@leftbrainwm.com

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