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Financial Advisor

Company: Parallel Financial
Location: Cayce
Posted on: April 10, 2021

Job Description:

Financial Advisor for an Independent Registered Investment Advisory headquartered in Greenville with offices also in Spartanburg, Seneca, and Atlanta.
***This is not a salaried position. You earn a payout on the revenue you generate. See below for the payout schedule.
Earn more money with the freedom to build your book of business how you want. Your clients are yours. If you leave the firm at any point in time, your clients go with you no questions asked.
This position is only for advisors who are looking to grow their business. This is not for someone who is looking to monetize their book and transition out of their practice. You will work with a team of advisors and support staff who are like minded and are currently building their practice. We have an administrative conversion team in place who will take care of your transition and help ensure your clients come with you.
At Parallel you not only get a complete support and growth system to plug into, you also get a network of great people who work together to grow and become better.
Please visit joinparallel.com for more information about this opportunity
Compensation

  • 50% payout on AUM fees
  • 85% on Planning Fees
  • 85% on Insurance Sales
    Support
    • Turnkey Investment Management Solutions
    • Full Administrative staff and support
    • Multiple Custodian Access - Schwab, TD Ameritrade, & Interactive Brokers
    • Dedicated CFP Financial Planner
    • Dedicated Life Insurance Coordinator
    • Beautiful office space in the West End of Greenville, Spartanburg, and Atlanta
    • Compliance and Billing Support
    • Plug and Play Systems and Workflows for Onboarding, Reviews, and Financial Planning
      Technology
      • Black Diamond Reporting and Client Portal
      • Quovo Account Aggregation
      • Integrated CRM with Client's Financial Data
      • Riskalyze, Asset-Map, Right Capital
      • Egnyte cloud files with Client Vault
      • Macbook Pro Laptop Computer, Peripherals, and Tech Support
        Freedom
        • Earn revenue from multiple sources
        • Out of the box solutions including Tax Mitigation strategies, Health Insurance, and College Planning
        • Utilize Social Media and Digital Marketing as a tool instead of a hindrance
        • Opportunity to acquire equity in the firm
          When you don't believe in something, you'll fall for anything. To avoid getting lost in today's noisy, busy world, it's more important now than ever to have a clear vision on where you are going. At Parallel Financial, everything we do stems from our core mission, beliefs, and values.
          MissionWe help people make wise financial decisions so they can live the life they want.
          Core BeliefsLife Is Abundant
          • There is already enough $ and resources available to you to live the life you want.
          • We live in the the United States and have the best opportunity to accomplish our goals.
          • Believe the best is yet to come, while still planning for winter.
            Put Others First
            • You get what you want by helping others get what they want.
            • "No one has ever become poor by giving." - Anne Frank
            • For it is in giving that we receive.
              Knowledge Is Power
              • We are experts at what we do.
              • Our learning only grows and never ends.
                Money Is Responsibility
                • Money is a tool we use to help us live the life we want
                • It is not the end, but rather the means to the end.
                • Defining our relationship with money is paramount to achieving our goals
                  Planning Wins Every Time
                  • Having a holistic plan is the main driver of success
                  • Plans can be changed, however lack of planning is doomed for failure
                    Core ValuesCommitted To Action
                    • Most great ideas fail due to lack of meaningful action
                    • You have to take risk to make money
                    • Done is better than perfect
                      Transparency & Honesty
                      • When you do things right, you have nothing to hide.
                      • There is no secret sauce or black box as our process and systems are open to all. Execution is what separates us.
                        Creative Thinking
                        • Conventional thinking leads us to mediocrity and average results.
                        • Differentiators consistently think outside of the box and look for new ways to solve problems.
                          Simplicity
                          • Life is complex enough - simple solutions bring clarity.
                          • Tried & true stands the test of time.
                          • The more complex the more chance for something to go wrong.
                            Teamwork
                            • Teams accomplish more than individuals
                            • No one is an expert in everything.
                            • Well run teams outperform groups of "superstars"

Keywords: Parallel Financial, Columbia , Financial Advisor, Accounting, Auditing , Cayce, South Carolina

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