Overview

Seeking to identify a successor to join firm for 2-3 years before advisor and partner exit the business. Seeking to identify a successor immediately.

The ideal candidate has at least three years of experience, health insurance license, life insurance license, series 7 and series 66. The ideal candidate should be familiar with annuities and managed money, although open to expanding firm offerings. Interested in candidates who have or will have a full-time physical presence in the state of Virginia.

Last Activity
6 months or more
Listing Age
1,695 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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