CAREERS
We accept inquiries from individuals who demonstrate a strong work ethic, exhibit a history of professional success,
and are proven leaders in their communities.
What You Will Find:
- A 100% client-centric advisory firm
- In-house portfolio manager assigned to your clients
- A true open architecture platform
- An attractive and straightforward compensation program
- No proprietary products, no quotas
- A place to grow and maintain your practice
What We Are Looking For
- At least 3 years of experience in the financial services industry
- A proven track record of success
- Certified Financial Analysts (CFA)
- CERTIFIED FINANCIAL PLANNERTM (CFP® professionals)
- Licensed FINRA Series 7, 66 or 65
- Proficient in Personal Financial Planning
- Ability to develop a niche market
- Self-driven and goal-focused
- Active community involvement and/or leadership roles
- Entrepreneurial, looking for a career, not a job
If interested in submitting an inquiry, please fill out the form below with a short message about yourself and we'll be in touch: