Overview

Looking to acquire a new advisor to our existing practice. We currently have 6 advisors and are looking to grow. We have a well-established team of professionals able to service additional clients due to our scalable and efficient workflows. As a Financial Advisor in our firm your main responsibility will be to manage and maintain your existing book of business while continuing to grow and develop your network. At this time we are only accepting applicants with an existing book of business. You will have access to our technology suite, along with the expertise of our team. We specialize in financial planning, but also have a thriving tax practice and insurance/benefits department. We look forward to the opportunity to grow with new advisors and client relationships.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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