$275MM AUM | $2.2MM Rev in
Team currently consists of one lead advisor, a client service associate, a financial planner/investment specialist and a junior advisor. We have grown by over 30 percent per year over the last 3 years. Business is focused on full service financial planning and discretionary asset management for HNW families, business owners, corporate executives, and endowments. Looking for associate advisor to assist with acquiring new business, help with various marketing efforts, servicing existing business, financial planning work, etc. Looking for a candidate who is licensed series 7, series 66, insurance and some experience. Ideal candidate will present well, not be afraid to work hard, prospect for new business and be coachable.
Also, looking to acquire practices. I have completed two so far with one coming from inside the firm and one from another independent. Have all financing and cash for down payment in place.