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Financial Advisor

2 months ago

San Antonio, United States gpac Full time

Are you looking for an environment where the firm’s values align with your own?  Are you seeking a home where integrity and client fiduciary responsibilities are more important than an AUM quota?

I have a unique firm who places culture ahead of profit.  A firm who believes that’s its clients can best be served by professionals who are transparent in both their communication and intent.

Are you a Financial Advisor with an exiting book of business that generates at least $350k in Annual Revenue and growing.

If you have a FINRA 7 and 65 and a clean U5 we should have a conversation.

What we offer:

  • A generous pay out plan and the ability to own your own book of customers
  • The firm provides Breakaway and Transition Assistance with moving over clients
  • Plug-in-Play Resources (computers, phones, software platform) and access to an established COI
  • Ability to set up your own LLC which allows you to deduct expenses such a client entertainment and a company vehicle
  • Continuity Agreement which provides for an independent valuation of the value of your book should you decide to retire and sell the book. 
  • Decades of experience guiding high and ultra-high net worth individuals and families.

For more information on this compelling opportunity contact david.boldon@gogpac.com