Career Opportunities
Independent Career Opportunities
Wharton Investment Consultants are looking to partner with financial advisors who believe in taking a holistic, client centered approach to financial planning. Our team is seeking relationships with advisors in both the growth and experienced stages of their practice who are:
- Looking for assistance with starting their own company while minimizing downtime and significant capital expenditures.
- Seeking to offer more freedom and independence with product choices to their clients.
- Not satisfied with their current level of training, support, practice management tools, and profitability.
- Feeling incented to use or sell on particular company’s product to clients.
- Not receiving much value for the amount of payout they are giving up to their current firm or broker dealer.
- Looking to embrace enhancements in technology and maintain a competitive advantage in today's ever-changing environment.
- Tired of doing everything on their own and looking to partner with a team who can assist with the supporting the client / planner relationship.
We embrace empowering advisors to spend more time with serving their clients, growing their business, and doing what they love. Contact Us to determine if there may be a fit to partner Wharton Invcestment Consultants.