Financial Advisor
WizeHire
The opportunity: Join Toberman Becker Wealth, a fast-growing, fee-only registered investment advisor (RIA), as a Financial Advisor serving successful professionals transitioning into retirement. Career development: The TBW Advisor Training Program combines experienced mentorship with an initial training period. Gradually progress from a firm support role to focusing fully on the new client relationships you lead, with dedicated support staff offered over time as the number of clients you serve grows. Client growth: Build a list of client relationships from scratch within TBW, primarily through the firm’s marketing and referral pipeline rather than cold outreach. There are no lead-generation quotas. Compensation: Starting base salary is $95,000-$110,000 annually from day one. Earn the greater of your base salary or revenue-sharing compensation tied to the client relationships you build and lead. 401(k) plan: Receive an employer-funded 3% annual Safe Harbor contribution, fully vested immediately upon contribution. Eligibility begins after 3 months of employment. Health coverage: The firm does not currently offer employer-sponsored health insurance. Compensation is structured with this in mind. Work setting: Work in a flexible hybrid arrangement, or primarily in-office, based on what works best for you and clients. #J-18808-Ljbffr
Vacancy posted 4 days ago
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