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Independent Financial Advisor

Company: Monarch Wealth Management, LLC
Location: Rochester
Posted on: June 15, 2019

Job Description:

We are in search of an Advisor who is looking for the following: independence, an efficient--platform, recognized and established brand, process, technology solutions, turnkey operation, high payout as part of a producing group, collaborative efforts while maintaining independence and control over your own practice.--The ideal candidate will have an established book of business and a like-minded approach to managing risk. At Monarch Wealth Management,--our mission is to get to know and understand our clients' needs, wants, and long-term goals. We--help develop, implement, and monitor a strategy that's designed to address the specific needs of each and every client.--From Retirement Planning to Estate Planning, Monarch is here to guide--step-by-step, in addressing all financial goals. The firm has the client-and only the client-in mind.--We understand the challenges families face today.--From managing debt to saving for college to retirement; these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help pursue goals. We believe in holistic financial planning and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.--All of our energy, commitment, and efforts are focused on--the client's satisfaction. The culture of Monarch Wealth Management is based upon mutual respect, a high level of collaboration, and sharing success with team members in the spirit of achieving overall growth and development for the company.----While our offices and dress attire are formal and consistent with the image of an elite firm, our work environment is one of a casual atmosphere. People share offices in the effort to foster collaboration and everyone is "hands-on" and sincere in their commitment to delivering the highest level of objective service to clients. This is a team environment comprised of high-quality people who work collaboratively.

Keywords: Monarch Wealth Management, LLC, Rochester , Independent Financial Advisor, Accounting, Auditing , Rochester, New York

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