We are a growing company that has just doubled our office space and we are looking to hire 6 sales reps, 6 paraplanners and a receptionist. Our growth is done through seminars, client appreciation and referral. The planning process that we implement results in a closing ratio of 80% and each prospect has averaged 1.4 million in investable assets over the last 4 years. For those not afraid to work we will teach you each step of the way through the process. From the seminar to the first and second meeting. All paperwork is completed for you so all the associate has to do is teach and meet with the clients.
We would like to also grow the practice through acquisitions with financial planning firms.

Last Activity
within 3 months

Business Data

Blurred Charts

Clearing Firm / Custodian


Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business


Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems