Left Brain Wealth Management, LLC is a Registered Investment Advisory firm headquartered in Chicago (western suburb, Naperville), Illinois with a recently opened office in Miami. We are currently recruiting for an Experienced Investment Advisor for our Naperville office. We are dedicated to providing investment management and strategic wealth planning services to executives, investors, and families throughout the country. We are an independent firm with an expansive platform.
If your focus is portfolio management and developing long-term client relationships, instead of selling packaged products, we offer an alternative approach to the large brokerage firms. As an Advisor with our firm, you are a fiduciary, you own your client relationships, you place your clients' interests first. You will have the freedom and flexibility to service clients with appropriate investment selections without regard to other interests.
So, if you're looking for more freedom and independence as an Investment Advisor, have the ability to select products/services that best fit clients, along with earning a much higher payout, we provide that environment. You will be much more time efficient as we are discretionary asset managers.
In the role of experienced Investment Advisor at Left Brain Wealth Management, you will work to transition your existing client base to our firm's platform. Overall, 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 platform resulting in asset accumulation and retention.
* Series 65 or 66 license.
* Extensive track record of professional successes and established book of business.
* Clean compliance record.
* Outstanding service-oriented communicator.
* Possess comprehensive industry and investment knowledge.
* Self motivated, highly driven with strong desire for performance driven compensation and growing earnings potential.
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 the ability to work in a small, upscale Registered Investment Advisory firm while providing a very attractive payout.
Left Brain Wealth Management, LLC is a Registered Investment Advisory firm headquartered in Chicago (western suburb, Naperville), Illinois with a recently opened office in Miami on Brickell Ave. We currently have Experienced Investment Advisor opportunities in both office locations. We are dedicated to providing investment management and strategic wealth planning services to executives, investors, and families throughout the country
Role: Investment Advisor
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