- Are you tired of being at odds with your firm’s mandates?
- Is your comp plan tied to your firm’s best interests or your clients?
- Not sure what the future holds for you at your current company?
- Want the revenue consistency of a fee-based practice?
- Want the freedom of being independent? Run your business your way.
- Want state of the art technology in a fully discretionary environment?
About Main Line Group Wealth Management
We are a fully independent Registered Investment Advisor (RIA) providing financial planning and asset management for a fee. We also have a relationship with a broker dealer for trails on legacy commissionable products to allow for better servicing of clients and continued revenue.
Our firm’s platform allows for flexibility and scalability with industry leading technology. We can accommodate and welcome experienced individual advisors and/or a multi-person team looking to break away. Having broken away after 17 yrs at Citi Family Office (and Smith Barney) we can help detox advisors who drank the brokerage firm’s cool-aid to successfully operate and truly understand the landscape as an RIA.
We believe in providing a high level of service to our clients which encompasses all client interaction with the firm/ employees. See our website for more information on our process and the services we currently provide, www.mlgwm.com
Why Main Line Group Wealth Management
- Our goal is not to reinvent your practice, but to enhance and grow it by providing resources through existing relationships, financial support, training, networking, etc. in an independent environment.
- We are a member of the Broker Protocol making the transition from another member firm smoother and easier.
- Be regulated as an Investment Advisor Representative, not as a Stock Broker (Registered Rep).
- Extremely competitive and flexible compensation plans.
Requirements
Established US client focused Advisors
- Minimum of 3–7 years of experience as a financial advisor/ wealth manager with a demonstrated ability to develop and manage client relationships.
- Minimum AUM $25 million ($100 million+ preferred).
- Bachelor’s degree from an accredited college or university; CFP® designation (preferred).
- A strong team player who cooperates and works well with the team.
- Excellent networking skills.
- High ethical standards and professionalism.
- Desire/ability to work successfully in a small company environment.
Established US client focused Junior Advisor
- CFP® designation with a minimum 5 years of experience advising clients.
- A demonstrated ability to develop and manage assigned client relationships.
- Looking to grow into a lead advisor- manage existing and grow new relationships.
- A strong team player who cooperates and works well with the team.
- Excellent networking skills to build referral sources.
- High ethical standards and professionalism.
- Desire/ability to work successfully in a small company environment.
Benefits
- Pay/benefits are competitive based on industry standards.
- Salary will be based on experience and AUM
- Profit sharing and asset gathering bonuses
- Benefits include health care and retirement plan
When applying please include a cover letter and attach your resume.
