Overview

Ameriprise Private Wealth Advisory Practice with 7 team members. 3 financial advisors and 4 staff. We focus on comprehensive financial planning and strive to create a unique and referable experience for our clients. We have a dedicated staff person for marketing, scheduling, client service work, financial planning and practice management. 40% of households are engaged in formalized financial planning and growing. We are looking for someone who wants to join an established practice with all departments built out with experienced staff. No need to open your own franchise when you can join and established practice. Culture and values are very important us. We want both culture and values aligned so that everyone has a great experience. We are looking for advisors who want to transition out of the business or a younger advisor who wants to join an established practice. We handle all of the scheduling, paperwork, marketing, events, financial planning etc. This allows the advisors to focus on their clients and not spend time doing things they shouldn't be doing. Our team and systems are built to provide more time for the advisor. This time will enable the advisor to penetrate their existing book, market for new clients or spend more time with family. If you are looking for a retirement plan and an easy transition to a team with capacity, we are it! If you are an advisor who is looking to grow but are wearing too many hats to focus on growth, consider joining an established practice. You can retain client equity and have a great team around you with over 110 years of combined experience. Tap into our systems, marketing, staff support, financial planning department so you can focus on your clients. Designations include CFP, ChFC, CLU, CRPC and continue to advance our intellectual capital. I'm open to discussing all opportunities. If you want grab lunch and discuss, drop me a line. ___

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Listing Age
972 days old

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