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Posted: Saturday, March 3, 2018 1:44 PM

Job Description
Are you interested in running your business like its your own business, with no pressure from a parent company?
Do you have a 10MM+ book of business?
Do you excel in an environment where you are offered autonomy, but still enjoy oversight from a strong compliance department?
Do you enjoy job security knowing that you are completely in charge of your financial well: being, as opposed to a parent company shifting structure and leaving you without a job?
Creating and Managing Wealth, LLC has a new and exciting opportunity for an experienced Financial Advisor in Irving, TX. We offer a full:service independent platform and utilize a comprehensive financial planning platform to attract and retain high:net:worth clients. By providing an integrated financial planning approach in educating clientele, your clients can make the most informed decisions at every stage of their career: during the accumulation period, the transition into retirement, and the most critical time, when managing distributions in retirement. The ideal candidate will be given flexibility on how she or he would like to grow their book of business and will develop their own clientele through marketing and prospecting. The candidate will have furnished office space in the current Irving branch at a very low cost. Payout flexible and commensurate with experience.
Benefits to Potential Advisor by joining the CWM Team
:Independence, with the additional benefit of an Officer of Supervisory Jurisdiction (compliance, sales reporting)
Ability to broaden your client base (403b, 401k, profit sharing plans)
Freedom from the big box financial planning firms
Freedom to make your own choices with your clients
Earn the compensation you deserve

Company Overview
Creating and Managing Wealth, LLC is a locally owned, independent, full:service financial plan consulting, and wealth management firm providing services to clients since 1990. The firm was recently one of 7 recipients of the 2016 DREAM BIG Blue Ribbon Small Business Regional Award issued by the U.S. Chamber of Commerce. The winners were selected from across the country and were judged in four key categories: strategic planning, employee development, customer service and community involvement. For more information on Creating and Managing Wealth, our website
cmwfinancial. Creating and Managing Wealth, LLC is an independent firm affiliated with Lincoln Investment as its broker: dealer. Lincoln Investment is a privately held broker/dealer with over 24 billion assets under management. Visit us on our website for more information
lincolninvestment .

Company Description
Lincoln Investment, a full:service broker:dealer and registered investment advisor, including Capital Analysts and Legend Advisory, registered investment advisors, serves the needs of more than 370,000 individual investors. Representing clients with more than 30 billion in assets, Lincoln Investment is a leading provider of retirement plans to school districts, universities, hospitals and other non:profit and community:based organizations. Over the years, we have expanded our focus to include individuals, employers, corporations, endowments and foundations.
The company is committed to helping individuals and families achieve financial well:being. Lincoln Investment is involved in more than 3,600 retirement plans and has clients investing almost 13 billion in fee:based asset management products. Lincoln Investments original commitment to long:term planning is one of the reasons the company is recognized as an industry leader. With the professional advice of a Lincoln Investment financial advisor, investors are able to assemble a risk:appropriate, well:diversified portfolio through a single institution. Lincoln Investment has a national network of over 450 branch offices in 36 states and more than 1,150 financial advisors.


• Location: Tulsa

• Post ID: 20155057 tulsa is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2018