The Company:
Brown|Miller Wealth Management is a fee-only, independent, privately-owned registered investment advisor firm that is deeply committed to providing high-level service to our clients. Established in 2020, we represent over nine decades of experience in wealth management. We strive to profoundly enrich the lives of our clients through the power of compounding capital and a well-designed wealth management plan. We use a three-step, 3D holistic wealth management process to support our clients’ goals: Discover. Design. Deliver. Brown|Miller values Excellence, Integrity, Respect, Ownership, and Teamwork, and is committed to the professional development of our team as we build the third generation for Brown|Miller.
The Position:
The Financial Advisor manages and advises client relationships in collaboration with peers and the client service team. By genuinely providing excellence in advice, planning, investment management, and service to current and prospective clients, the Financial Advisor positively represents the vision and mission of Brown|Miller Wealth Management, LLC. It is the Financial Advisor’s responsibility to proactively advise clients, act as a fiduciary and prudent steward of client assets, cultivate new client relationships, and collaborate with peers in formulating planning and investment strategies.
Responsibilities:
Requirements:
Salary + Benefits: