Overview

Existing practice is looking for an advisor with a minimum of 4 years of experience and at least $75K in transferable gross production to join a team of 2 advisors. There is a short-term opportunity for joint succession for the retiring partner's book of business and long term succession for the entire practice.

We seek someone who has a holistic approach to planning with the inclusion of both insurance and investments.
We are only seeking, experienced advisors that are willing to join our practice.

THE BOOK OF BUSINESS IS NOT FOR SALE -- PLEASE DO NOT CONTACT US IF YOU'RE SOLELY LOOKING TO BUY A BOOK!

Market
Advisor/RIA
Last Activity
within 6 months

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