🔔 Now Hiring Experienced Wealth Advisors! 🔔 Are you an engaging Financial Advisor with a talent for relationship building? Do you specialize in identifying opportunities, delivering compelling presentations, and servicing high net-worth clients? If so, you might be the one we're looking for! We are a fully remote, SEC-registered investment advisor seeking a strong Wealth Advisor to join our team. In this position, you will focus on building relationships with clients and providing exceptional financial services, rather than focusing on sales. 💼What We Offer: - Full-time position with a base salary commensurate with experience. - Comprehensive benefits, including health insurance, matching 401k, and more. - Advanced strategies and support from a team of experienced experts to customize financial plans. This is your chance to join a growing firm and help shape the financial futures of our clients. 🚀Take action and apply today for immediate consideration: 🔗Apply Now: https://lnkd.in/gcbTNqDW #wealthmanagement #werehiring #wealthadvisor #financialservices #fulltime #benefits #financialsecurity
3rd Delta
Staffing and Recruiting
A private recruiting unit of a financial services firm.
About us
At 3rd Delta, we're not just another recruiting firm. We are the exclusive talent acquisition partner for a single financial firm, dedicated to growing a team that drives success in the financial sector. Our mission is to connect exceptional talent with unparalleled opportunities, crafting careers that flourish in the dynamic world of wealth management. Virtual Work Environment In an era where time is invaluable, we cherish the elimination of commutes - for both our team and clients. That's why we've embraced a fully virtual work environment that allow you to work from home while being designed to foster collaboration, innovation, and a strong sense of community. Imagine starting your day with a team huddle from the comfort of your home, followed by client consultations with views from your window, and collaborative project work in virtual spaces that inspire creativity. Our digital workspace operates from 9am to 6pm PT, Monday to Friday, ensuring that while our team enjoys the flexibility of remote work, we remain synchronized, fostering a connected and supportive culture. What Sets Us Apart Dedicated Focus: As the sole staffing partner, our insights and efforts are laser-focused, offering our candidates and employees a clear path to engagement and success within a prestigious firm in the wealth management sector. Innovative Tools and Technology: Our virtual environment is powered by leading-edge technology, ensuring seamless communication, collaboration, and learning. From virtual reality meetings to collaborative platforms, we provide the tools you need to excel from anywhere. Community and Connectivity: Though we're remote, we're far from distant. Our team enjoys regular virtual social events, professional development sessions, and wellness activities that keep us connected, engaged, and growing together. Join Us If you're looking to be part of a team that values innovation, flexibility, and a forward-thinking approach to work, apply or contact us.
- Website
-
https://3rddelta.com/
External link for 3rd Delta
- Industry
- Staffing and Recruiting
- Company size
- 2-10 employees
- Type
- Privately Held
- Specialties
- Finding top talent
Updates
-
🔔 Now Hiring Seasoned Financial Advisors! 🔔 Are you a seasoned Financial Advisor looking to build your own book of business and offer prospective clients comprehensive, holistic financial solutions for their retirement and beyond? A fully remote, SEC-registered investment advisor is seeking a strong Financial Advisor to join their team. This role involves providing high net-worth clients with tailored financial strategies—without the need for prospecting. 💼What We Offer: - Full-time position with a base salary plus uncapped commission. - Prospects added directly to your calendar. - Advanced strategies and support from a team of experienced experts to customize financial plans. 📈This is a fantastic opportunity to make a significant impact and help clients secure their financial futures. 🚀Take action and apply today for immediate consideration: 🔗Apply Now at https://lnkd.in/d7YWNHFS #wealthmanagement #werehiring #financialadvisor #financialservices #fulltime #benefits #financialsecurity
-
-
Recruiting in wealth management comes with its unique set of challenges. At 3rd Delta, we've tackled these head-on with innovative solutions: Talent Shortages: Embracing remote work has allowed us to expand our search beyond traditional borders, significantly widening our talent pool. Cultural Fit: Knowing the importance of alignment, we discuss our client’s culture from the first candidate interaction. We're also excited to soon introduce to applicants a series of videos that shares more about our client's firm and employee experiences, as told by current employees. Attracting the Right Candidates: We prioritize transparency about what each position offers to the candidate right from the start, ensuring we attract candidates who are the best fit and eager to contribute. These strategies have helped us refine our approach and achieve better matches. Interested in learning more or sharing your experiences? Let’s connect! #WealthManagement #Recruitment #HRInnovation #RemoteWork #CompanyCulture #3rdDeltaBeTheChange
-
Are you ready to advance your career in financial planning? Explore the latest insights and trends in this comprehensive report from the College for Financial Planning on CFP and other financial planning designations. Embrace the future of wealth management and distinguish yourself from the competition. Interested in learning more? Contact us to discover how we can help you stay ahead in the evolving world of finance. #3rdDeltaBeTheChange #CFP #JobSearch
-
We’re #hiring. If you want to be part of the future of wealth management, get in touch or apply. #3rdDeltaBeTheChange #JobOpening #JobSearch
-
The wealth management landscape is rapidly evolving, presenting numerous opportunities for advisors keen on leveraging the latest trends to enhance their services and client engagement. Some of the most exciting trends in wealth management that advisors should be aware of include: 1. Elevated customer experiences via digital innovations. 😃 2. Operational efficiency with new and better technology. ⚙ 3. Data-driven decision making. 💡 4. Expanded range of strategies available. 📖 5. Opportunity to leave a lasting difference through impactful succession planning. 🗒 6. Access to more clients through virtual meetings. 👩💻 These trends highlight the wealth of opportunities available (pun intended) to wealth managers willing to innovate and adapt to the changing landscape. If you want to be part of the future of wealth management rather than left behind in the past, reach out to us to explore career opportunities.
-
-
Navigating the Evolving Landscape of Financial Planning: Job Market Insights Recent trends indicate a robust demand for financial planners, driven by a growing recognition of their role in navigating complex financial landscapes for both individuals and businesses. The demand for skilled financial planners is on an uptick, fueled by an aging population seeking retirement planning advice, and a younger generation keen on financial literacy and wealth management from an early age. Add to this the Great Wealth Transfer and as many as 4 in 10 advisors expected to retire in the next 10 years, and the emerging shortfall in supply of professionals is clear. This surge is creating diverse opportunities for professionals in the sector, highlighting the importance of specialization—be it in retirement planning, tax advice, or investment strategies. For those aspiring to make their mark, here’s what you need to succeed: - Continual Learning: Stay updated with the latest financial laws, products, and strategies. Consider certifications like CFP or CFA, as they significantly enhance credibility. - Digital Savviness: Embrace technology. Familiarity with financial planning software and virtual consulting platforms is now indispensable. - Networking: Build your professional network through industry associations and social media. Relationships are key in this trust-based profession. The future is bright for financial planners willing to adapt and grow. At 3rd Delta, we're committed to connecting talent with opportunity, shaping the future of financial planning together. #FinancialPlanning #JobMarket #CareerAdvice #DeltaBeTheChange https://lnkd.in/g8UtXDsj.
Financial Planning Careers Are Open for Business
kiplinger.com