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. We are seeking experienced financial advisors that would like to merge with our team and benefit from our structure.

We have guaranteed financing in place. For the right candidates, we provide an up-front transition bonus, attractive revenue split, and back end bonus.

LPL is our broker-dealer and we are affiliated with a highly supportive bank (which provides a steady stream of referrals).

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 30 mile radius of Worcester MA.

Please contact our Program Manager to discuss.

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