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