Overview

Looking for an advisor with a book of business to join and or merge with my firm for the purpose of Creating alliance with definite purpose for business growth and continuity.
The Advisor needs to be early in his/her career with a strong desire to continue to grow and at the same time looking forward to shadowing seasoned Advisor & Firm Owner for all the benefits that comes with it.
I am looking to pass most of the responsibility of the firm to the selected Advisor within 9 years.
Candidate must possess positive attitude, loyalty spirit, have the ability to do the job additionally the candidate advisor must be in a position to qualify to create this alliance for growth, continuity and succession plan.
Please only serious inquiry that fit the descriptions /requirement and looking forward to discussing this further with you and the possibility of creating a compensation package .


Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...