← BackThanks! We will review your responses and be in touch if we decide to move forward. 1. Are you located & authorized to work in the United States?* Yes No 2. Do you have any disclosure events or insurance affiliation?* Yes No 3. Which of the following do you have? (check all)* CFP CFA Series 65 Series 7 & 66 None 4. What is the best way to serve clients on a fee-only basis?* Investment management Financial planning Both It depends on their needs 5. Do you have clients?* Yes No 6. Approx. annual production: Under $10,000 $10,000 – $100,000 Over $100,000 7. Do you have other sources of income? (e.g. unrelated job, spouse) Yes No 8. This is a 1099 Independent Contractor role. Which are you most interested in? (check all)* 70% payout on first $12,000; 80% on next $48,000; 90% on over $60,000 Book ownership Working remotely Ability to start as a side gig or 2nd job None of the above 9. Name* 10. Email* 11. Please introduce yourself & tell us what makes you a good fit!* We will review your responses and reach out to schedule an interview if we decide to continue. SubmitSubmitting form Δ
