Description
Report Listing

Established local independent wealth management firm located in Ann Arbor, MI is seeking experienced advisors to join the team.

The Firm:
• Established in 2008 by industry veterans with long tenures at a major brokerage firm.
• RIA hybrid model which allows the flexibility of charging fees and commissions
• Provide customized financial planning, estate planning, tax planning and investment management

The Opportunity:
• Independence with support - High payout, flexibility and open architecture with access to a full suite of wealth
management tools and resources. You own your book of business.
• Transition assistance- Both financial assistance and “boots on the ground” support to ensure a smooth transition
for both you and your client
• Office Space- Professional Class A space in a prime Ann Arbor location
• Profit Sharing & Opportunity for Partnerships
• Unique business development opportunities including:
- Unique opportunity to manage University of Michigan employee retirement plan accounts
- Full service tax firm on site - serves as a value add to clients as well as an additional revenue source
- Due to explosive growth, opportunity to work with existing firm client base

If this sounds like an opportunity worth exploring, we would love to speak with you.

Market
Job
Member Level
Premier
Last Activity
this week

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