Beyond Tangible Wealth | Bennet, NE

ask@beyondtangible.com

Financial Advisor

The Financial Advisor will be primarily responsible for each client relationship assigned to them and delivering on the Beyond Tangible Wealth experience. This will include community involvement, initiating new client relationship, onboarding new clients, serving existing clients based on the relationship structure, and leading our support team to best serve our clients in an ongoing, active relationship. The Financial Advisor position is a full-time position for both experienced financial advisors and inexperienced individuals who have worked through our unique, internal financial advisor career path.

Primary Role:

Community Involvement
Become an "expert"
Initiate new client relationships
Onboard new clients
Serve existing clients based on the relationship structure
Communicate and lead support team members to best serve the client
Strive to learn new skills and grow in your leadership skills

Compensation Structure:

Base Salary with growth potential
Full-time benefits can be discussed in detail in the interview process

If interested to learn more about this position, please send your resume or LinkedIn profile link to our team at ask@beyondtangible.com.

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Willet, LLC (“Beyond Tangible Wealth”) is a registered investment advisor offering advisory services in the State of Nebraska and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision. Past performance is no indication of future results. Investment in securities involves significant risk and has the potential for partial or complete loss of funds invested. It should not be assumed that any recommendations made will be profitable or equal any performance noted on this site. The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Willet, LLC (“Beyond Tangible Wealth”) disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement, and suitability for a particular purpose.

Beyond Tangible Wealth does not warrant that the information on this site will be free from error. Your use of the information is at your sole risk. Under no circumstances shall Beyond Tangible Wealth be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the information provided on this site, even if Beyond Tangible Wealth or a Beyond Tangible Wealth authorized representative has been advised of the possibility of such damages. Information contained on this site should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

The information being provided is strictly as a courtesy/convenience. By providing information, I grant Beyond Tangible Wealth the ability to send relevant text messages to the phone number provided. Texting messaging rates apply. The frequency of text messages will be monthly. Reply "STOP" at any time to unsubscribe from text messages. When you link to any of the web sites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Willet, LLC (“Beyond Tangible Wealth”) is not liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technology, web sites, information and programs made available through this website. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for use of the web sites you are visiting. Willet, LLC (“Beyond TangibleWealth”) does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Beyond Tangible Wealth’s web site or incorporated herein, and takes no responsibility thereof.

Securities offered through Van Clemens & Co. (“VCC”), member FINRA and SIPC. Advisory services offered through Van Clemens Wealth Management (“VCW”), a registered investment adviser. VCC and VCW are separate entities from Beyond Tangible Wealth.

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