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Employment Opportunities

Employment Opportunities (1)

18 September 2014 Written by Published in Employment Opportunities

 Basilica Wealth Management was established based on the idea that each and every client should be able to tailor and control EVERY aspect of their relationship with their investment advisor, right down to the price they pay for service.

We do not have a "one size fits all" advisory approach. At Basilica Wealth Management, the client designs their own relationship blue print with our Relationship Architect ™ model. This is where you come in...

We need brokers and advisors who have an interest in delivering world class service to their clients by partnering with a firm instead of just working for one. To be clear; we are looking for advisors who have an entrepreneurial spirit but lack the time, capital, or knowledge to open their own shop. If it was as easy as hanging your name on a door everybody would do it. We are looking for advisors who currently spend most of their time dealing with the needless corporate bureaucracy and operational headaches instead of connecting with their clients. If you have aspirations of climbing the corporate ladder and currently devote time and effort to "company politics" this is not the place for you.

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Disclaimer for Third Party

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: WA, CA, & NC

Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice and Financial Planning is offered through Financial Advocates Investment Management, LLC, a Registered Investment Advisor, DBA Basilica Wealth Management which is a separate entity from LPL Financial.

Boutique Approach

We believe the only way we can truly offer a boutique client experience is to keep the size of our client base manageable.  We are committed to delivering a fee efficient model by avoiding the cookie cutter type investing most other firms, large and small employ. Read More...

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