$75MM AUM | $600,000 GDC in
Traverse City, MI
We are a small financial planning boutique with over 27 years experience. I am a female CFP age 49. I’m looking to continue to grow my team (current staff of 2) and grow my business with another advisor who is younger in their career. I’m looking to partner with another CFP who is focused on wealth management, financial planning , and providing exceptional client service. Being a good financial planner and a good small business owner are often two totally different things. I’m looking for somone who gets that. Someone who has high integrity and shares a vision of building a true team and high functioning business model with clear processes in place and the right people in the right seats. I’m about 75% done with a lot of theses tools in place. However, I’m seeking more work/life balance at this point. This is an exciting opportunity for the right person. Are you that person? Would you delight in the opportunity to work with accounts below 500k, possibally serve our 401k clients, and perhaps be my succession plan one day? Must have at least 5 years experience, be a CFP or willing to become a CFP. Thank you for your consideration. God bless you.