Financial Services Expert
5 days ago
Empowering Financial Advisors
We are a leading independent wealth management firm built by advisors, for advisors. Our mission is to empower financial advisors to serve their clients and grow their business, without the typical corporate constraints.
About Our Platform
- Higher Earnings Potential: Enjoy higher payouts and greater control over your earnings. Our platform allows you to keep more of what you generate, giving you the freedom to focus on client relationships and business growth.
- Tech and Platform Flexibility: Access leading technology platforms and multiple custodial options, giving you full control over your operations. No proprietary roadblocks or restrictive contracts - just modern tech to streamline your practice.
- True Independence with Firm Backing: Maintain full control of your client relationships and business decisions while leveraging our resources, compliance expertise, and support infrastructure. We provide a robust framework for success, so you can focus on serving your clients and growing your practice.
- Comprehensive Marketing Support: Stand out in your market without becoming a marketing expert yourself. Our in-house marketing team will help craft your brand, from logo and website design to polished brochures and social media content. You'll have the tools to attract and retain clients, without spending time designing or writing content.
- Administrative & Operational Support: Say goodbye to tedious paperwork and administrative headaches. Our dedicated team handles the day-to-day tasks that burden your schedule, freeing you up to focus on high-value activities like client relationships and business development.
Who Should Apply?
This opportunity is ideal for experienced financial advisors who have built a solid practice. You might be a great fit if you:
- Have an established track record of success, with annual GDC exceeding $250K.
- Desire more independence in how you serve your clients and grow your business, but still value support and community.
- Feel constrained by your current firm's platform or payout structure, and are seeking a more rewarding path.
- Hold necessary licenses and have an excellent compliance record.
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