Overview

We are a full service retirement planning practice with over 36 years experience. Our firm is completely referral based and we normally see 5-7 clients per day. Currently we are looking to bring in another advisor to service the volume of clients we have or possibly segment our client base into a more manageable level per advisor. In 8-10 years the owner plans to transition out of the business.

An advisor looking to join our firm will need to be willing to learn and follow our proprietary processes that have made us so successful. Training and time involved to transition into the advisor role with us and be able to acquire and service clients independently could take up to a year, depending on experience. Compensation during this time would include a combination of salary, draw, and/or commissions. This is a unique position for someone with a great amount of integrity that is willing to put in the work, not just trying to "get rich quick".

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...