When you work with Partners Wealth Management, you can expect the highest possible level of service. Every member of our team brings you a wealth of experience, with the credentials and solid reputation you deserve. In addition, we promote — in fact insist upon — continual learning and professional development culture for every associate. By investing in our team, we can ensure the best experience for you, today and in the future.
Check the background of this firm and/or its investment professional(s) on FINRA’s BrokerCheck.
OUR CLIENT SERVICES TEAM
Join Our Team
Positions are currently available for stand out individuals to join our team of professionals. If meeting high performance standards and providing unwavering customer service to clients is your priority, you may be a good fit for our team.
Please click on the button below to submit your resume and to inquire about an interview.
APPLY HEREAvailable Positions
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Financial Advisor
Partners Wealth Management offers a personalized approach to uncovering financial solutions tailored to each client’s individual needs. The role of Financial Advisor at PWM focuses on working with individuals, business owners, and not-for-profits in identifying their aspirations and goals and then developing and implementing the innovative strategies needed to help achieve them. He/she helps clients organize all aspects of their financial present and future and provides them with a peace of mind that comes with having a plan in place. Our Advisors have a fiduciary responsibility to function in the best interest of their clients and thrive on building genuine, long-term relationships. The Financial Advisor is further responsible for understanding firm policies, procedures and digital capabilities that will allow them to excel at serving their clients.
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Planner
The primary contact for client relationship management and account servicing, the Planner further enhances the client experience by working with Financial Advisors to provide recommendations, exceptional client deliverables, assisting in aggregating client assets in the financial planning and CRM software, and servicing as operational support during and in preparation of client meetings. The Planner is responsible for understanding firm policies, procedures and digital capabilities that will allow them to interact with Financial Advisors, as well as new and existing clients.
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Client services Manager
The Client Services Manager enhances the client experience by providing exceptional client service, assisting in safeguarding their assets, and servicing as administrative and operational support to Financial Advisors. The Client Services Manager is responsible for understanding firm policies, procedures and digital capabilities that will allow them to interact with Financial Advisors, as well as new and existing clients.
ARTICLES QUOTING PWM
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Disclosure: There may be liquidity issues (potential surrender and tax charges) when replacing a policy, increased sales charges, fees, and tax implications. The new policy will likely have its own new surrender charge schedule, which may extend beyond that of the original policy. You may pay higher premiums if, for example, your health has declined since the purchase of the current policy. The new policy typically will have a new contestability period – a two-year period from the issuance of the new policy during which the insurance company could challenge a death claim based upon a misstatement on the application. Any policy loans could affect the performance and surrender of the existing policy. |
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Disclaimer: The above links are provided for your information only. As they are provided by third parties, NFP Advisor Services, LLC does not endorse, nor accept any responsibility for the content. NFP does not independently verify this information, nor do we guarantee its accuracy or completeness. |
OUR BROKER-DEALER: KESTRA INVESTMENT SERVICES, LLC
Kestra Investment Services, LLC provides a broad range of advisory and brokerage services, including benefits, insurance, and wealth management businesses, to help companies and individuals preserve their assets and prosper over the long term.
Our advisors partner with clients to help deliver personalized, comprehensive solutions, backed by our national scale and resources. Kestra Investment Services, LLC is a leading provider of benefits solutions for companies of all sizes, and life insurance and wealth management solutions for high net worth individuals.
Learn more at www.kestrafinancial.com