JOHNSTON TATE Wealth Advisory Group has positions open all over the Bay Area. Are you a successful professional (investment, tax, mortgage, insurance, sales, etc.) with exceptional relationships? If so, then you have a tremendous opportunity to leverage your abilities by running your own industry leading Wealth Management firm.
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JOHNSTON TATE Wealth Advisory Group is a national independent fee-only investment advisory firm seeking entrepreneurial professionals with a passion for the financial markets and a sincere desire to help others achieve their financial goals.
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• No financial services background necessary. We offer a robust training and mentoring program to get our new Wealth Advisors on the path to success.
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• No office space required. You can establish your own satellite office by working out of your home or existing office.
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• No additional staff required. You alone can run your office by leveraging our scale and expertise - including access to: portfolio managers, traders, operations, compliance resources, marketing collateral, website creation, bill paying, reporting, webinars and presentations.
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As a firm dedicated to investing the responsible way for clients, we’ve removed all the noise created by Wall Street and made Wealth Management simple and sound. Utilizing a conservative and proven investment approach based on Nobel Prize willing research and strategies we offer our brand, our knowledge, our systems and first-class service so that you can concentrate on client relationships and growing your book of business while we do everything else.
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Position Qualifications:
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• Ideal candidate will have experience or proficiency cultivating relationships
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• Candidate must be self-motivated professional with excellent communication and interpersonal skills.
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• Candidate must be willing to put their clients’ interests first.
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• Needs to be very detail oriented with excellent organizational skills.
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• Comfortable with learning new software systems
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• Must have polished, professional appearance and demeanor.
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• Bachelor’s degree preferred.
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• Series 65 license is desirable but will be provided if necessary
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Our mission is to deliver the tools which allow you to offer the best value in money management and retirement planning. Our investment approach is based on financial science; using low cost, tax efficient, enhanced index funds designed to capture all the markets have to offer.
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If you share our dedication to investor success and would like to learn more about your earning potential please email your resume to Doug Johnston @ djohnston@jtwag.com
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Accounting, Tax, CPA, Business Development/Ownership, Mortgage Brokerage, Sales, Financial Planner, Marketing, Education, Law, Operations/Management, Technical, Military, Health Care, Financial Planning, Finance, Marketing, Business, Accounting, Public Relations, Communication, Education, Financial Planning, Brokerage, BankingInsurance, Wealth Management.
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