Interested in joining our team? We believe in doing things the right way; for both our clients and advisors. We are building a team of experienced financial advisors who are looking for better compensation, flexibility, and succession options, along with new and ambitious financial advisors who are seeking a firm with better values and long term potential.
Coming Soon: Paraplanner & Fee-Only Financial Advisor Hybrid
Fee-Only Financial Advisor (Transitioning, New & Career Changers)
We offer transition assistance along with a highly competitive production grid, full equity ownership of your practice, and built in succession and resiliency with a team of next generation advisors dedicated to serving the heirs of your clients. In addition, for new advisors and career changers, we allow flexible outside business activities, meaning that you do not have to quit your day job or can have other income during the early stages of your practice, and the team will fill in the service gaps through our built in succession and resiliency.
Series 65 or qualified exemption (Series 7 & 66, CFP, or CFA)
Deep understanding of the industry landscape
Strong financial literacy and communication skills
80% Production grid (less aggregated expenses) via Independent Contract
Full equity ownership of your practice
Flexible outside business activities
Please e-mail your resume along with a brief introduction to email@example.com and we will be in touch with you.