Overview

We are a well established team with approximately $300,000,000 AUM generating around $2MM in gross revenue. Our primary market is Worcester County and surrounding towns. Our team includes(2) senior producers, a licensed sales manager, an associate advisor, and supporting staff. Our most tenured advisor would like to gradually phase out of the business over the next 24-36 months. As this happens there will be over $100MM of client assets which will need to be transitioned to an experienced advisor. As a result, we are actively seeking to merge another experienced advisor within our group.

We use LPL as our broker-dealer and are affiliated with a highly supportive community bank (which provides a steady stream of referrals). We have flexibility to structure merger in various ways (i.e. higher payout on legacy assets brought over, transition bonus etc). We have extremely friendly payouts and do not work off a grid. For the right candidate, this will be an awesome opportunity to merge with a high caliber team, increase AUM, and GDC.

We offer full range of benefits including health/dental, office space, 401(k) match and more. Advisor should possess Series 7, 66 and Insurance licenses.
Ideal candidate should be located within 15 mile radius of Worcester MA.

Please contact our Program Manager to discuss.

Market
IBD
Last Activity
2 weeks

Business Data

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