If you are tired of the proprietary product push, a back office that only sees risk when evaluating alternative investments for diversification purposes, micromanagement, or sales goals that don’t align with your vision for your practice or your client’s best interests, come check out the opportunities at Fit Financial Consulting LLC.
As an Investment Advisor Representative at Fit Financial Consulting LLC you have the flexibility to build your practice as you see fit. You can work from home or in your own office, working the days and hours that you choose. This freedom does come with a tradeoff. If you thrive in a group setting or rely heavily on back office support, we will not be a good fit. Fit Financial Consulting LLC was not built for high levels of hand holding for its IARs. Instead, we greatly value your independence. The main area we strive to lessen your day to day burden is with regard to asset management. Our in-house CFA charterholder builds out model and custom portfolios, so there is never a proprietary product push; just low-cost, well diversified portfolios. Time savings on the investment front is designed to free up your time to better serve your clients, grow your practice, and do what you love at your leisure.
Must hold the Series 65 or Series 66 license or CFA®, CFP®, ChFC®, CIC, or PFS™ designation.
Additional Salary Information: Fit Financial Consulting LLC is fee only. We offer a very generous payout at all tiers based on assets under management.
About Fit Financial Consulting LLC
Fit Financial Consulting, LLC is a RIA working with individuals and families on retirement planning, portfolio construction and management, and budgeting as well as managing 401Ks. Our core competencies are investment analysis and asset management. We are registered in Colorado and Washington State.
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