Licensed Financial Advisor

7 days ago


Cincinnati, United States tep.io Full time

EA VALUE Proposition -

On Site Transition Team - Corporate transition team for larger books (fly in and work directly with Advisor)

New Transition Compensation - includes comp from firm GA and now new Corp Loan (forgivable - 5 year), based on trailing 12 production (GDC and FYC)

Docupace doc prep for transition if requested

^Supposed to receive information on new loan offerings for transition comp (1 sheeter from Trisha 09.04.24)

Also:

Teaming platform - baked in Bonus for formalized teams

Advisor branding and marketing

Local marketing team

Own IT specialist

Administrative support during transition

training - product specialist

Marketing support

Independent BD (broker protocol)

Local financial decisions (GA), not a managerial firm

Benefits including 401K - medical, dental, vision, disability, life insurance, 401K with 5% match

Career website : - Skylight Financial Group

Licensed Financial Advisor

Are you ready to take your financial advisory career to new heights? We have partnered with a prestigious national financial institution to find licensed producers who are looking to unlock a world of opportunities to grow your business while maintaining control and autonomy.

About our Esteemed Partner:

  • Comprehensive Solutions: Achieve the lifestyle you deserve without compromising your values.
  • Business Growth Support: Thrive in any business climate with their proven service model.
  • Advantages You Can Expect:
    • Consultative compliance support for seamless adherence to regulations.
    • Customized transition payments and commission payouts
    • Fully staffed customer service support for all your needs.
    • Business-building program and coaching for enhanced profitability.
    • Brand guidance and cutting-edge marketing initiatives.
    • Personalized transition guidance and ongoing training.
    • Expert succession planning for your future.
    • Nominal technology fees
    • Local marketing and access to paraplanners
    • Local IT support
    • Liberal platform
    • Transition team to move your practice /transition onboarding team
Additional Qualifications:
  • Bachelor's Degree
  • FINRA licenses: 6, or 63, 7 or 65 or 66
  • State insurance licensed - Life, Accident, and Health
  • Strong analytical, problem-solving, and communication skills
Compensation and Benefits:
  • Custom compensation package with generous benefits including:
    • 401(k) with matching
    • Dental, health, and vision insurance
    • Employee assistance and flexible spending accounts
    • Health savings and life insurance
    • Professional development and retirement plans

If you are looking for a supportive service model blending personalized attention with institutional resources, this is the opportunity you've been waiting for Apply now and take the next step in your financial advisory journey.

Talent Elevation Partners specializes in connecting elite financial advisors with premier companies nationwide. *All conversations are kept confidential.

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