Financial Advisor/Investment Advisor

Location
Greater Washington DC Area
Salary
Very High Payouts
Posted
March 25 2019
Ref
Financial Advisor/Investment Advisor
Industry
Securities

Financial Advisor/Investment Advisor

Signature Estate & Investment Advisors, LLC (SEIA) is a Registered Investment Advisory firm that manages $8.4 billion as of December 31, 2018.  We have 19 Advisor teams that span across 6 locations. For over 20 years our growth has primarily been through organic client acquisition and building out advisor support and infrastructure. SEIA is now looking for established investment advisors who are looking to take their practice to a higher, more independently owned level.

Our unique value proposition hinges on the firm’s role of being a platform by advisors for advisors. Each advisor is an independent contractor, owning their own book of business. With the founding partners also having advisory practices, the firm’s future and management is driven by the advisors it serves. Our track record of retention speaks volumes of our culture.

Highlights:

  • Independence - Advisors own their practice and their books of business and are not bound to the firm. 
  • Broker Dealer affiliation available for those specific assets/products.
  • Support - Over 100 people in the organization with experienced infrastructure in various departments ranging from research/portfolio management, client onboarding and operations, fiduciary oversight, technology and reporting, accounting, payroll, human resources, marketing and communications.
  • Focus – Holistic wealth management services, with client assets custody at Charles Schwab and Fidelity Investments.
  • Growth – Established referral programs to help you grow.
  • Culture – Collaborate with like-minded professionals who work and share best practices with each other, creating a culture of respect and growth.

SEIA is expanding all of their offices in Los Angeles, Newport Beach, Pasadena, Redondo Beach, the DC Metro area and our new office in Houston, Tx. Please visit us at SEIA.com.

Qualifications:

  • Book of 50 to 200 million
  • Clean U-4 
  • Series 7, 66 and insurance license
  • Desire to grow your book
  • Belief in continuing advanced education and designations

We Offer:

  • Extremely high payout grids that have never gone down.
  • Full office support so you only focus on client relations.
  • A Culture of sharing best practices and collaboration.

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