Financial Advisor - IAR (Investment Advisor Representative)
We are looking for qualified, experienced financial advisors across the state of North Carolina that have high standards for client care, enjoy work/life balance, and a fee-only advisory practice.
- Series 65; OR Series 7 & 66; OR a professional designation such as CFP® or CFA®
Advisors must be accessible to both clients, the firm, and other advisors of the firm, by phone, internet, and face to face.
Fee-only - The ideal advisor for our firm is experienced and would be able to begin with at least $5 million AUM (Assets Under Management). Exceptions are sometimes made for young, eager advisors, so long as they have already met the educational/licensing requirements.
Advisors must carry appropriate E & O coverage to be an IAR of Black Oak Wealth Management, Inc.
Be part of an exciting, client first, technology embracing culture.
Flexibility - We hire experienced reps so that they have the ability to work from anywhere & embrace a positive work/life balance.
The ability to work both independently & as a team, whether online or face to face.
75%-85% compensation and high level technology access for financial planning tools for clients, CRM, custodian trading platform, company e-mail through Google APPS with DOCs/Calendar integrations, and website name recognition. These added benefits are often paid entirely by the advisor. Since we want consistency & uniformity across our brand with cutting edge technology, we provide experienced advisors these tools as a benefit of being part of our culture.