Overview

Sole Financial Advisor/Financial Planner/Investment Manager with small book of business, ~$15MM AUM plus other Life Insurance, Annuity and Brokerage clients for slightly over 100 households. Seeking some kind of merger (or new hire) that would allow a division-of-labor based on strengths and interests. I would like someone a little more junior, not yet highly skilled in sales who could handle more admin and infrastructure as well as client sales and service, allowing me to focus more on driving and increasing new business. I plan to transition out in 5 - 10 years.

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