Bluemound Asset Management, LLC is preparing to become a national firm and is on a significant growth track. We are seeking several key people to work towards becoming partners in the business which will yield additional compensation to developing your own book of business.
Director of Financial Planning
Seeking Certified Financial Planner to manage financial planning needs of the firm’s clients. You will be responsible for coordinating financial planning with lawyers, accountants and other important financial people in the lives of our clients, as well as, preparing financial plans. Earn partnership in the firm, as well as, add onto your book of business via firm generated leads.
Investment Advisor Representative
Seeking up to 4 IARs who will become core members and partners of the firm. You will build your own book of business, receive leads from the firm - generally created from Kirk Spano’s writing — and eventually oversee a small group of advisers.