An opportunity to work and learn from a successful advisor named “Partner of the Year” in 2021 out of 400 advisors in its’ network as best exemplifying the ideal advisor which was defined as:
“A highly ethical, passionate and fiduciary-focused professional that places a client’s needs first. They are client-centric, kind and compassionate entrepreneurs that maintain a culture of compliance and are committed to the financial services industry. They value our vision, mission and culture. They are trusted partners who work collaboratively with their fellow partners.”
With 30+ years’ experience, a proven record of accomplishment, a culture of teaching, an abundance of knowledge & experience awaits a candidate with the desire to learn, grow from a million Dollar producer.
The salary will be commensurate with your skills, professional background and expertise and adjustment correlated to your speed of learning and absorbing of responsibilities. Performance bonuses, health insurance, sick leave and paid time off are offered.
You will initially shadow the lead advisor and learn every facet of the practice, the technology, processes, the clients and develop your skills and knowledge allowing you to take more responsibility. The potential for growth is limitless.
For the strategic minded candidate, equity ownership and the option to acquire the practice.