Careers in Retirement Planning and Portfolio Management
Wealthcare Financial Group, Incorporated is always interested in meeting talented and team-oriented financial professionals who are interested in careers in retirement planning and portfolio management, and would like to explore employment opportunities with our wealth management and investment advisory firm.
Careers in retirement planning and portfolio management are available for experienced professionals who are interested in working with a firm that is committed to providing trusted advice and exceptional services to our clients. Founded in 2003 by Martin A. Smith, with a vision to provide trusted advice by professional advisors, Wealthcare Financial Group, Inc. specializes in serving the retirement planning and portfolio management needs of business owners and families.
Our firm consists of four practice groups:
- Retirement Planning Services
- Investment Management Consulting & Portfolio Management
- Fiduciary Consulting, Audits & Assessments
- Wealth Management
We are a fee-only, we are independent and we are proud to be affiliated with Kovack Securities, Inc. and Kovack Advisors. The retirement planning and portfolio management professionals at Wealthcare Financial Group, Inc. have access to a wealth of resources including, retirement planning calculators, structured investing, equity research, alternative investment strategies, separately managed accounts, including asset management capabilities through institutional custodians such as Fidelity Investments, TD Ameritrade and Genworth Financial Wealth Management.
About Our Broker/Dealer, Kovack Securities, Inc. (KSI)
Kovack Securities, Inc. (KSI) is a privately owned independent Broker/Dealer that provides wealth management & investment advisory firms such as Wealthcare Financial Group, Inc., with a one-stop-shop for products and services to support a successful hybrid independent model. KSI offers friendly and unique back office support, technology, regulatory compliance, consulting and the perfect human touch to support high caliber financial advisory firms.
In addition, KSI equips each independent financial advisory firm with scalable solutions for growth, including unmatched resources to enhance their ability to provide an excellent customer service experience to their respective clients. As our Broker/Dealer, KSI supports all of WFG, Inc. investment needs with KSI, Inc. wide array of products including equities, options, mutual funds, fixed income, insurance products and several alternative investments.
Kovack Advisors, Inc. (KAI) is the sister company to KSI, providing WFG with access to third party money managers, private client services group, third party institutional research, all in one technology solutions and proactive regulatory & fiduciary compliance to support and ensure WFG, Inc. spotless status in our highly regulated industry.
At this time, we are seeking candidates who have experience in one or all the following areas: Portfolio Management, Investment Management Consulting, Retirement Planning Services and Wealth Management. Contact us at: firstname.lastname@example.org |(240) 245-3434 for more information about careers in retirement planning and portfolio management with Wealthcare Financial Group, Inc.