ADVISOR -- Financial, Investment, BD

Individuals are reaching out to investment advisors for a new direction.  We want you to be that Independent Advisor.

You are not just a number, you are an ADVISOR.  You hold livelihoods in your hands and grasp tremendous power and responsibilities.

You deserve respect, a tremendous work environment, appropriate tools, marketing collateral, marketing events, training, and a place to go for answers to your questions.  Sounds simple but not all ADVISORS get this kind of support or even suspect there are firms out there that offer all this plus provide vast diversity related to the products available to your clients.  (Fee based products, fixed annuities,  Long Term Care, Disability, Fixed Income, Retirement Planning)

If you are happy juggling numerous balls related to office space, appropriate tools, marketing etc. you may not want to focus on this client.  If instead you expect all the bells and whistles equating to a fabulous work environment, total support in transitioning your book, back office support, and complete independence to focus on your clients investments, this is the perfect opportunity for you. 

Seeking your book of business of $500K plus. (50-85%)  

As a Senior Financial Advisor, you will search for potential clients in the range of $50K -$400K+ with tremendous commissions.  You, your Assistant, Junior Advisors (also provided with the office, the tools, and the collateral) will build and maintain the relationships.  Utilizing your firm’s previously established name is not a problem if that brings continuity to your change.

Anticipate seminars, dinners, and events to assist in closing business with the mid-range to HNW clients. 

Again, just ask for what you need.  This firm has provided numerous exceptional documents that spell it out in a way that leaves no room for questions.  You can either sit back, relax and not make a change OR consider joining an investment firm/broker dealer that wants you to stand out in the crowd.

Commission (50 to 85%) with a forgivable 5 year loan based on your book if required.  Benefits available.