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A passion for excellence

KBK Wealth Management, a leader in the independent wealth management industry is looking to add to our team of successful Financial Advisors.

We are a privately owned wealth management firm that serves each private client with a holistic financial planning approach. As a branch office of Commonwealth Financial Network, one of the leading independent Broker / Dealers in the country we offer a comprehensive menu of services, and investment products.

Our compensation package is designed to provide an advisor with financial stability and a high reward for their efforts.

Our compensation package is designed to provide our advisors with the following benefits:

  • 100% Paid Medical Insurance
  • Stable Income (Salaried Income)
  • Transition Support (If approved through Commonwealth Financial Network)
  • High Pay-out on Commissions / Fees
  • Private Pension Plan (Advisor Designed)
  • Potential Equity Participation

Additional Support /Benefits:

  • # 1 Technology Platform in the Independent Broker / Dealer Industry
  • Full Administrative Support
  • Professional Development
  • Professional Marketing Program
  • Practice Management
  • Midtown Location

A prospective advisor should have a minimum of $100,000 in annual fees /commissions, be fully registered (Series 7, 63, Insurance licensed), a CPF® candidate or practitioner in good standing with clean compliance record and entrepreneurial attitude.

For consideration please email Richard Kass, CFP® at Richardk@kbkwealth.com

Filed under : Financial Advisor,