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Strategic Wealth Partners (SWP) is a comprehensive wealth management firm headquartered in Cleveland, OH. We are a rapidly growing firm that has made the Inc 5000 for the last 4 consecutive years and intend on continuing our upward growth trajectory into the distant future.
After a successful launch of our first satellite office in Columbus, OH, we are looking to expand and would like to identify 2 growth-oriented financial advisors at our Newport Beach, CA office to help grow that location.
We offer a unique opportunity for the motivated, hungry, and driven advisor:
Proven track record of taking advisors from $0 to $1 million in production within 5 years
A turn-key marketing system to get you in front of qualified prospects paid for by SWP
A systematized sales process that will help you to efficiently convert prospects to clients
A support team to help you on every step along the way – including a full financial planning department
Sales training that is top-rated in our industry
Competitive payouts and benefits
Starting salary commensurate with experience that allows you to focus on the fundamentals without being desperate to close a sale
Series 65 or 7 & 66 (or alternatively possess one of these designations for an exemption – CFP, CFA, PFS, CIC, ChFC)