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Financial Advisor

Company: Parallel Financial
Location: Greenville
Posted on: March 26, 2020

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 opportunityCompensation50% payout on AUM fees85% on Planning Fees90% on Insurance SalesSupportTurnkey Investment Management SolutionsFull Administrative staff and supportMultiple Custodian Access - Schwab, TD Ameritrade, & Interactive BrokersDedicated CFP Financial PlannerDedicated Life Insurance CoordinatorBeautiful office space in the West End of Greenville, Spartanburg, and AtlantaCompliance and Billing SupportPlug and Play Systems and Workflows for Onboarding, Reviews, and Financial PlanningTechnologyBlack Diamond Reporting and Client PortalQuovo Account AggregationIntegrated CRM with Client's Financial DataRiskalyze, Asset-Map, Moneyguide ProEgnyte cloud files with Client VaultMacbook Pro Laptop Computer, Peripherals, and Tech SupportFreedomEarn revenue from multiple sourcesOut of the box solutions including Tax Mitigation strategies, Health Insurance, and College PlanningUtilize Social Media and Digital Marketing as a tool instead of a hindranceOpportunity to acquire equity in the firmWhen 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 AbundantThere 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 FirstYou get what you want by helping others get what they want."No one has ever become poor by giving." - Anne FrankFor it is in giving that we receive.Knowledge Is PowerWe are experts at what we do.Our learning only grows and never ends.Money Is ResponsibilityMoney is a tool we use to help us live the life we wantIt is not the end, but rather the means to the end.Defining our relationship with money is paramount to achieving our goalsPlanning Wins Every TimeHaving a holistic plan is the main driver of successPlans can be changed, however lack of planning is doomed for failureCore ValuesCommitted To ActionMost great ideas fail due to lack of meaningful actionYou have to take risk to make moneyDone is better than perfectTransparency & HonestyWhen 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 ThinkingConventional thinking leads us to mediocrity and average results.Differentiators consistently think outside of the box and look for new ways to solve problems.----SimplicityLife 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.TeamworkTeams accomplish more than individualsNo one is an expert in everything.Well run teams outperform groups of "superstars"

Keywords: Parallel Financial, Greenville , Financial Advisor, Accounting, Auditing , Greenville, South Carolina

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