$37MM AUM | $275,000 GDC in Albuquerque, NM

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Location
Albuquerque, NM, US
Listing Type
Seller | Find Successor
Fee 0% Commission 100%
Gross Revenue
$275,000.00
# of Accounts
270
Avg Client Age
60
Overview

I am an advisor who is looking to establish a continuity plan in the next three years. While I am not prepared to retire, I am looking for a producing junior associate who lives in Southern California, Nevada, or New Mexico to work with me to learn the skills I use with my clients to eventually inherit and buy out my book of business.

The ideal candidate has sufficient experience on the insurance side of financial planning as well as familiarity with retirement accumulation and distribution. Ideal candidate will have experience working with the Federal employment retirement system. Although a Chartered Federal Employee Benefits Consultant (ChFEBC) designation is preferred, it is not required.

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