Associate Financial Advisor
Miller Wealth Management
Tired of quotas, product pressure, or a firm that treats your clients like inventory? Miller Wealth Management is an independent, SEC-registered RIA where advisors do real planning, backed by a proven process and a founder who's been building this practice since 2011.
ABOUT MILLER WEALTH MANAGEMENT
Founded in 2011 by Rodd Miller, CFP®, Miller Wealth Management serves professionals, business owners, and skilled trade employees with retirement and business exit planning, comprehensive financial and estate planning, and personalized investment advice. Everything we do runs through The One Process: Visualize → Strategize → Realize.THE ROLE
Manage and grow a book of client relationships Lead client meetings, deliver financial plans, and implement recommendations Advise on retirement income, tax efficiency, investments, and risk management Support corporate retirement plan strategy and business exit planning Work directly with the founder and contribute to how the firm growsWHAT WE'RE LOOKING FOR
2+ years of experience as a financial advisor Series 65 or 66 (or ability to obtain promptly), with a clean U4 Whether you bring an existing book or want to grow one, we want to talk CFP® designation or progress toward it preferred Bachelor's degree preferred A competitive, results-driven track record Clear communicator who can explain complex ideas simplyWHY MWM
Independence: fiduciary advice without product quotas A defined planning process and proprietary tools that differentiate you Direct access to leadership, not layers of management Room to grow into a larger role as the firm scalesCOMPENSATION & BENEFITS
Compensation commensurate with experience and assets Performance bonuses Company retirement plan We maintain a drug-free workplace. #J-18808-Ljbffr Miller Wealth ManagementVacancy posted 4 days ago
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