Overview

Looking to take on a an associate with the ultimate goal of selling my book to that person. 90% of all new business is directed to fee based accounts. It would be intriguing to work with an individual within the same broker dealer for an easier transition.

My ideal candidate would have CFP or CHFC certifications as well wouldn't mind working within my office or 60 miles from my current location.

Last Activity
within 4 months

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