WrapManager believes that the most important element in wealth management is the human one--the bond between an advisor and her/his client. Thats why our firm blends the best of human empathy, a wise, capable and trusted advisor, with the DNA of Robo technology. The result is a firm that embraces both high tech and high touch.

The overarching goal of wealth managers should be to deliver to the mass affluent the kinds of personalized planning, asset allocation, vehicle selection, cost levels and perhaps most of all the experience that ultra-high net worth and institutional clients have enjoyed for decades. Transparency, tax efficiency and low costs should become our mantra.

For too many advisors the job they thought they were getting is not the one they have. Many find their culture or their leadership unappealing, while the constant pressure to produce new revenue robs the role of its joy. Youd think the volatility and uncertainty of the markets would be enough.

Everything we do at WrapManager is designed to make good things happen for other people. Our open office plan encourages collaboration and congeniality. Our leadership rejects the short-term thinking and intimidation that define the culture at so many of our competitors, and instead fosters a culture of mutual respect, cooperation and positive thinking. Youll feel the energy when you visit our offices in the Financial District, and, in Spring of 2017, at our new Mill Valley location.

WrapManager is disrupting the status quo in the wealth management industry and seeks proven performers who desire a more exciting, satisfying and lucrative opportunity. Our innovative business model focuses you on what you do bestcommunicating with high net worth individuals. Our marketing team will provide you with all the qualified leads you can handlewe have eliminated the need for you to hunt for your own opportunities.

We are true fiduciaries and we take that responsibility very seriously. Our flexible and powerful platform will allow you to offer institutional-style portfolio solutions, featuring combinations of exceptional SMA managers and passive vehicles from a broad spectrum of asset classes. In addition, our unique pricing methodology will give you a meaningful competitive advantage.

Our Investment Advisors will both manage existing clients and work to gain the trust and business of prospective ones. We currently have over 5,000 visits to our website every month from investors seeking access to elite managers, and looking for a more effective path to retirement security. Your existing relationships are likely to recognize the increase in value that you can bring to the table.

The person we seek for this opportunity is a competitive self-starter with meaningful experience in wealth management and a desire to love their job again. A rapidly growing, cloud-based firm with national reach, WrapManager is also the place for advisors seeking longer term leadership and ownership opportunities. A CFP or similar designation is strongly preferred, along with a current Series 65 or Series 66.

We offer an exciting compensation plan, an excellent benefits package, a wonderful support and leadership team, and a fun and supportive work environment. Salary, commission and bonuses plus a matching 401(k) plan should provide your financial incentive; being part of a sustainable, values-based practice should help make the work satisfying and rewarding again.

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