My background is mostly software and tech sales. I'm looking more now to transition into the role of Financial Advisor or Partnership as a Registered Agent.
-Establish relationships with Independent Broker Dealers/IA's
-Open to chatting with Agencies in the Fintech Space.
-Work with an agency long term and assume business if owner is planning to retire in 1-3 years(seeking owner financing)
-Open to turn key solutions where I learn about estate and retirement planning possibly fixed income book of business.
-Open to sharing an office space or leasing from a CPA,Tax Preparer or RIA
Career changer looking at Financial Advisor and Insurance sales in SoCal.
I look forward to having mutual conversations.