Competitive Compensation
We know that advisor talent is hard to find. If you're an elite wealth manager, investment manager, financial planner, or insurance producer, your income should reflect your abilities.
- Competitive Salary
- Health Insurance including medical, dental, vision and other benefits
- Production & Retention Bonuses
- Potential Equity Compensation in the Entire Firm
- Acquisition Compensation if bringing clients with you
Operations Done for You
Our team of experienced operational professionals combined with our custom internal processes will simplify and eliminate your need for data entry and paperwork.
- Data gathering directly with your client
- Account opening via e-Signature
- Onboarding new clients including software and online access set up
- Ongoing maintenance for requests such as contributions, distributions, and account info updates
Custom Built Technology Tools
We are a tech-focused digital wealth management firm that is constantly innovating, building new tech, and refining existing systems. It's in our DNA to be constantly improving.
- Custom built CRM on the Salesforce Financial Services Cloud
- Financial planning software
- Research and investment analytics software
- Online Scheduling
- Proprietary technology tools for onboarding and managing new clients
- Simple file storage integrated with other systems
No Sales Quotas Required
Our founder got started in the financial services industry by cold calling 100+ companies per day. He did that instead of calling friends and family to beg them for new accounts. When launching Wendell Charles, one of the primary goals was to drive inbound leads for advisors so they can focus on managing wealth and planning for clients, not selling.
- Work with our existing clients
- Bring new clients if you would like, but not required
- New clients will be assigned to you ongoing
- Never work with more than 150 clients at any given time