A CULTURE OF ADVISOR SUPPORT
Our advisors enjoy professional incentives and the satisfaction of being part of an award-winning team. Our formula for success continues to be our commitment to an entrepreneurial culture, core values, strong operational controls and disciplined fiscal management.
ADVISOR TOOLS & TECHNOLOGY
Our industry leading platforms provide access to integrated and efficient technology developed to better help you manage your business and better serve your clients.
We place a strong focus on ensuring you have the access you need both in the office and on the road, giving you an elevated level of independence in running your business. We operate in an online, real-time environment. Our Advisors have remote access to client information, quotes, executions, emails, and news information 24 hours per day, 7 days per week. Our systems are configured to improve your productivity.
• The Broker Insight platform empowers Wedbush Financial Advisors by putting the essential tools of portfolio management in one dynamic and flexible environment that is easy to navigate.
• The Bond Insight platform is a trading platform that allows Advisors to electronically place fixed income trades on behalf of their clients, choosing from over 20,000 securities from more than 70 financial services organizations.
• ClientLink is a digital portal offering clients direct online access to their accounts, positions updated with intraday pricing, balances, unrealized and realized gains and losses, research reports, monthly statements, and trade confirmations. In addition, clients have the option to view household account information.
The Wedbush Marketing Team provides end-to-end marketing solutions to help grow your wealth management business. We design and implement effective and unique marketing strategies, planning, and resources across:
• TRADITIONAL COLLATERAL
• DIGITAL COMMUNICATIONS
• EVENT PLANNING
• PUBLIC RELATIONS
BUSINESS DEVELOPMENT TOOLS
All Wedbush advisors are provided with a free online profile microsite to connect with clients and prospects. In addition to other key business development tools and resources, your Wedbush Securities Marketing Team will also assist in helping you craft and polish your profile biography and messaging.
FINANCIAL ADVISOR CAREER OPPORTUNITIES
Join our Wealth Management Team
Wedbush promotes an entrepreneurial environment where ideas and innovation are welcome, and job satisfaction is tantamount to job performance. By joining Wedbush, you will become part of a national organization with a best-in-class brand and core values centered around serving our clients, developing our colleagues, and contributing to our community. We offer a truly entrepreneurial culture, with multiple affiliation options and outstanding compensation.