Are you ready to start a new path to success?

Discover how you can help your clients Live With Clarity® and further your career… we call it the Road to Nepsis®.

Are you searching for a new and better home for you and your clients? Discover Nepsis®. We embrace our advisors’ independence and entrepreneurial spirit so they can find success. We are passionate about our Clarity Message and vision of changing the investment world one investor at a time through the power of clarity. That’s why we provide you with the processes, tools and resources to be successful.

We know accomplishing our goal will require fortifying our growing team with new advisors that share our belief and passion. Our advisors are empowered to reach their goals by having the time to focus on what they do best — building relationships. No cookie-cutter solutions, products to push or quotas to fill — you get the tools, tech and support you need to create meaningful impact in the lives of your clients and find success for your own.

Looking to find a new path to success? Find Advising With Clarity® and help your clients Live With Clarity.

Career Opportunities

Wealth Advisor

This is the journeyman level Wealth Advisor position. The purpose of this position is to provide financial planning and client service support to new and current Nepsis® clients. The Wealth Advisor position helps ensure client satisfaction and retention, and serves as the contact point for clients with Nepsis®.

Requirements:

  • BA/BS Degree
  • Minimum of two to five years of advisor work experience, preferably in an RIA or similar financial services environment with increasingly responsible client acquisition and maintenance responsibilities
  • Series 65 Licensed
  • Certified Financial Planner™ (CFP®) designation preferred

Senior Wealth Advisor

This is the senior level Wealth Advisor position. The purpose of this position is to provide specialized and custom financial services to select clients. The Senior Wealth Advisor position helps ensure client satisfaction and retention, and serves as the contact point for clients with Nepsis®.

Requirements:

  • BA/BS Degree – Business/Finance
  • MA/MS Degree in Finance strongly preferred
  • Minimum of 10 years of increasingly responsible financial advising work experience, preferably in a sales or customer service environment with direct customer contact serving high net worth individuals and business owners
  • Series 65 Licensed
  • CFP® required

Your goals, our process. Everyone has a different destination in mind, requiring a different roadmap. Our Clarity Roadmap® solution keeps you moving in the right direction helping to reach your long-term goals.
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Taxes play a major role in your overall plan and we believe it is paramount to be proactive instead of reactive. Our team executes strategic tax planning solutions to allow you to maximize income, minimize taxes and take advantage of financial opportunities.

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To ensure your assets are carried on to the people and causes you care about most, we work closely with you to structure your plan and protect your assets properly.

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Through the utilization of Separately Managed Accounts (SMAs), your investments are tailored to you and you alone — designed and managed to help you reach your goals.
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Our dedicated team identifies the instruments and policies needed to provide protection and care for your family, legacy, and material assets.
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Our attorneys work with you to provide insights and solutions on critical strategies for Trusts, Estate, Wealth Preservation, Legacy Planning, Charitable Giving, and others.
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As unique as you are, our solutions are designed around you, your family, and your business. We help you turn the challenges you face into opportunities for growth and security.

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