At Wendell Charles, we're looking for up and coming financial advisors that are interested in making a career change. Our founder, Evan Kirkpatrick, started our firm in 2011 to build the experience he couldn't find anywhere within the industry. If you're a licensed, experienced financial advisor with $5 million or more in assets under management, schedule a private discussion to learn more about what we're building and the opportunity ahead. Below you will find just a few key elements of what we provide.
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.
Our team of experienced operational professionals combined with our custom internal processes will simplify and eliminate your need for data entry and paperwork.
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.
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.