Private Wealth Manager - Orlando

Allgen Financial Services, Inc. (www.allgenfinancial.com) is looking for an established wealth manager to join our team. Allgen’s entire business model revolves around helping wealth managers be successful at doing one thing, serving high-net-worth clients who need help managing their retirement related investments. Allgen Financial Services, Inc. is the perfect place to continue building your career in the financial services industry. Why?

As an Allgen Private Wealth Manager, you will receive the following benefits:
•    All necessary resources to cultivate, build, support, and retain clients
•    Hands-on marketing, technology, and business development support
•    Office space and compliance support
•    A vast array of investment options to offer clients with sophisticated needs
•    Access and utilization of in-house portfolio managers for investment strategy development and implementation
•    As a Schwab-supported firm, access to Charles Schwab Institutional support team

As an Allgen Private Wealth Manager, you're responsible for helping to build lifetime relationships through primarily face-to-face interaction. You will help individuals and families plan and manage their retirement related assets. Or, work with organizations in establishing and manage their retirement benefits. As a Wealth Manager, you will spend most of your time nurturing your potential and existing clients. Our entrepreneurial atmosphere allows you the room to grow with unlimited income potential. We help you reach your goals through our proven business model. In addition, we are well positioned to meet the needs of the 78 million in the baby boomer generation entering retirement in the next 15 years.

Competitive Compensation
The unique structure of our operations allows us to provide higher rates of compensation to our advisors. In most cases, Allgen is able to provide 20%-50% higher compensation to its advisors compared to other financial institutions. Financially, we provide a compelling argument for why someone would want to be a financial advisor with Allgen.

Activities & Responsibilities
•    Prospecting for potential clients
•    Perform financial needs assessments
•    Prepare customized financial plans
•    Make presentations and recommends to clients
•    Service accounts using a CRM platform
•    Maintain/build long-term client relationships

Qualities of a Successful Candidate:
•    Relational with a desire to help others
•    Performance driven
•    Well organized
•    Marketing & sales aptitude
•    Natural interpersonal and communication skills
•    Strong analytical abilities
•    Self-confidence, persistence, initiative, and persuasiveness
•    Passion for learning
•    Required federal and state licenses and registrations for securities (i.e. Series 65 or 66)
•    $10 million+ under management preferred
•    Four-year college degree required
•    Graduate degree preferred