FWA Brand W-2 Advisor

For many financial advisors their favorite part of the job is helping people build and manage their financial lives. Unfortunately demanding compliance regulations, and lack of administrative support, can force you to spend more time working on your business, than in your business. This burden can lead to long weekends and late evenings, often getting in the way of the activities you enjoy. What if you could focus almost all your time on the client relationship? What if your client base was growing with virtually no effort from you? Lifting the conflicts between growing your business, and serving your clients. Sound too good to be true? The FWA W-2 affiliation option has been designed with you in mind. Here’s how we divide the tasks… You do what you do best!

• Provide outstanding client service to each of your clients and document this in our CRM
• Maintain a clean, ethical compliance record and keep all industry CE requirements current

We do the rest!

• Full-service investment management platform to save you time and effort
• Administrative support so you can maximize your client facing time
• Automated marketing services to help increase your professional visibility
• Appointment setting service to ensure no client slips between the cracks
• Free client events aimed at putting you in front of your best clients
• Regular seminars to help educate your clients for you
• Automated client touch activities including, birthday greetings, website presence, market updates
• We saved the best part for last, we even provide you with additional clients as they become available

Profitability calculator

• You maintain a fixed salary paid out every 2 weeks. Tell that to your spouse.
• Bonus eligibility on a quarterly basis for new assets you brought in
• The ability to earn commissions in addition to your salary. (subject to client’s best interest rules)
• 401k available
• Paid vacation, sick time, paid holidays
• Work a standard work week M-F
• Professional work atmosphere
• No extra expenses, we pay for it all (exceptions may apply)

“If the idea of stepping out of the grind is appealing to you, then we welcome the opportunity to finish this story.”