Seeking to merge with another advisor for about five years before completely exiting the business. Seeking to identify a successor in the next 1-2 years.
The ideal candidate has at least 5-10 years of experience with a series 7, series 63, and series 26 license. The ideal candidate need to use some kind of financial planning software as well as experience in working with managed money investments, mutual funds, annuities, life and disability insurance. Seeking candidates with an established presence in the state of Indiana.