Wabash Capital - Careers

Senior Investment Advisor

Wabash Capital, Inc., an SEC Registered, Registered Investment Advisor is seeking qualified individuals to serve as Senior Investment Advisor in various communities across the United States. This is a unique opportunity to manage and grow your own office.

We desire a client-oriented individual who will manage the operations of this new office. This position requires a self-motivated personality and one who will focus on meeting clients’ investment needs as well as building and maintaining strong client relationships.

Applicants must already have or obtain a Series 65 registration.

Qualified candidates will also have the following characteristics:

A deep understanding of the financial markets and a passion to work in the field

Financial services background

Established client relationships

Experience in relationship building and retention of clients

A business background with management skills and experience with managing a staff

An entrepreneurial spirit, a passion for investments and the desire to serve the client

Self-motivated and able to work without close supervision.

To apply for this job please submit a cover letter and resume to Donald Edwards, CFA at dedwards@wabashcapital.com. Please, no phone inquiries.

The Wabash Capital Advantage

If you are a proven financial advisor working closely with your clients to help them achieve their objectives and you are exploring ways to partner with a new firm, you owe it to yourself to consider what joining Wabash Capital may do for your career and your future.

Independence: Wabash Capital is an independent advisor and you will be free to act in the best interest of your client. Period. As an independent firm, our advisors are free from the influence that many firms impose upon their advisors. As an independent firm, you are free to build your business. Our sole business is providing independent, fee-based investment advice and management. Your business will not be compromised by the adventures of a parent company.

Simple but strong: Our proprietary investment process is used to determine asset allocation for each client. Depending on client needs we can manage a portfolio of laddered bonds, stocks, ETFs and mutual funds. It is a simple to explain and simple to understand formula. Yet our approach is strong --- outperforming our benchmarks for the past 1, 3, 5 and since inception time periods. We take risk management seriously and your clients will appreciate that focus.

Support: You are tempted to go it alone but going it alone is hard and prone to mistakes. We can provide a custodial platform with leading custodians, office set up, investment performance track record, health and retirement benefits, strong revenue share and deferred compensation, and marketing support. We provide all compliance functions with a clean compliance record. You can begin building your business day one and have in place an exit strategy for when you wish to retire.

Opportunity: You may find yourself trapped inside a parent company suffering from financial instability, poor public relations and mind numbing bureaucratic functions. Or you may be a one-man shop trying to keep ahead of the growing compliance requirements of operating an advisory business. Ultimately, your goal is to simply do what is best for your clients and their families. Wabash Capital provides a turnkey solution to move you towards these goals.



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Who We Are Services Resources - FAQ's - My Account - News, Articles & Info - Quarterly Letters Careers Sign Up for eNewsletter Contact Us	Careers Senior Investment Advisor Wabash Capital, Inc., an SEC Registered, Registered Investment Advisor is seeking qualified individuals to serve as Senior Investment Advisor in various communities across the United States. This is a unique opportunity to manage and grow your own office. We desire a client-oriented individual who will manage the operations of this new office. This position requires a self-motivated personality and one who will focus on meeting clients’ investment needs as well as building and maintaining strong client relationships. Applicants must already have or obtain a Series 65 registration. Qualified candidates will also have the following characteristics: A deep understanding of the financial markets and a passion to work in the field Financial services background Established client relationships Experience in relationship building and retention of clients A business background with management skills and experience with managing a staff An entrepreneurial spirit, a passion for investments and the desire to serve the client Self-motivated and able to work without close supervision. To apply for this job please submit a cover letter and resume to Donald Edwards, CFA at dedwards@wabashcapital.com. Please, no phone inquiries. The Wabash Capital Advantage If you are a proven financial advisor working closely with your clients to help them achieve their objectives and you are exploring ways to partner with a new firm, you owe it to yourself to consider what joining Wabash Capital may do for your career and your future. Independence: Wabash Capital is an independent advisor and you will be free to act in the best interest of your client. Period. As an independent firm, our advisors are free from the influence that many firms impose upon their advisors. As an independent firm, you are free to build your business. Our sole business is providing independent, fee-based investment advice and management. Your business will not be compromised by the adventures of a parent company. Simple but strong: Our proprietary investment process is used to determine asset allocation for each client. Depending on client needs we can manage a portfolio of laddered bonds, stocks, ETFs and mutual funds. It is a simple to explain and simple to understand formula. Yet our approach is strong --- outperforming our benchmarks for the past 1, 3, 5 and since inception time periods. We take risk management seriously and your clients will appreciate that focus. Support: You are tempted to go it alone but going it alone is hard and prone to mistakes. We can provide a custodial platform with leading custodians, office set up, investment performance track record, health and retirement benefits, strong revenue share and deferred compensation, and marketing support. We provide all compliance functions with a clean compliance record. You can begin building your business day one and have in place an exit strategy for when you wish to retire. Opportunity: You may find yourself trapped inside a parent company suffering from financial instability, poor public relations and mind numbing bureaucratic functions. Or you may be a one-man shop trying to keep ahead of the growing compliance requirements of operating an advisory business. Ultimately, your goal is to simply do what is best for your clients and their families. Wabash Capital provides a turnkey solution to move you towards these goals.




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