Passionate financial advisors who are:
We offer an adaptable suite of services and support that can be personalized to fit each advisors’ personal needs while maintaining ownership of their book of business.
1. Our team embodies embody and believe in our 6 core values
2. We are looking for Advisors that are CFP® professionals and adhere to the CFP Board’s Code of Ethics, Professional Responsibility and Rules of Conduct.
We may make an exception for advisors who have not yet earned their CFP® certification marks, provided they have a plan to become a CFP® professional within three years of joining our team.
3. We believe advisors should not be directly responsible for more than 250 households.
We may make an exception for new advisors who join the team with more than 250 households, provided they have a plan to bring the number of households they serve down to less than 250 within three years.
4. We are looking for Advisors that maintain a strong compliance record and personal financial record.
We believe coaching is one of the most direct and effective ways to grow as a professional. We can all grow as part of a team. With Relational Wealth Management, you will get the accountability, personalized goal-setting, and business development coaching you need to take your business to the next level.
A clear brand that tells a compelling story is an incredibly powerful tool for engaging your clients and expanding your business. Building a brand can be challenging, but when you join Relational Wealth Management you gain access to our high-impact branding to as well as our proven experience in web, print, and social media. marketing.
An excellent support team is key to scaling your business, but, unfortunately, hiring, training, and compensating quality employees can be time-consuming and costly. That’s why we provide our advisors with fully trained sales assistants who empower them to serve their clients.
Knowing how to leverage current technology makes your job easier and your work more efficient. We provide our advisors with a significant competitive advantage by offering the training and support they need to use software such as eMoney, Redtail CRM, Netx360, Albridge Performance Reporting, and Morningstar to their fullest potential.
A professional client meeting space designed with branding in mind and productive office environment is essential for advisors and their clients. We believe you can save money and simplify your business by using Relational Wealth Management professional furnished offices with printer, phones, receptionist, high speed internet, and conference rooms.
Changing your broker/dealer is a vital moment in the life of your business. We will help you with daily support and a local contact to streamline the transition between systems and processes.
To start a conversation on how we can serve you, please contact us at email@example.com or call Gabriel Penfield at 803-999-4200.
Joining the Relational Wealth Management Advisors team will require background checks due to the association with WRI and due to regulatory requirements. There is no specific requirement to join the Relational Wealth Management Advisors team to be accepted as independent Financial Advisor with WRI nor is there any guarantee that WRI will accept any independent financial advisor candidate.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC and Federally Registered Investment Advisor. Waddell & Reed, Inc. and Relational Wealth Management are unaffiliated entities.