$15MM AUM | $225,000 Rev in
We are looking for Investment Advisors Representatives (IAR) to join our team on a contract basis. This is virtual position. Qualified applicants may be located anywhere within the United States. This role is ideal for Dually Registered advisors seeking to retain and grow their book of business while transitioning to a fee-only model. It is also ideally suited to fee-only advisors considering starting their own RIA, or established IARs, with a book of business, for which they seek a better fee split. The successful candidate will be responsible for guiding clients in the selection investment strategies, financial planning, and providing customer service.