Financial Planner

WHY: To deliver the differentiating client experience not seen in the industry.

HOW: By working together in an industry-leading teaming program that supports the formation and development of Advisors.

We don’t need to do it all by yourself anymore. The increase in client demand for a broader-based range of knowledge and services, combined with credentials and licenses required to market that wide array of products, is a challenge that few professionals can meet on their own. Therefore, the advisor team business model has been adopted by more and more financial advisors.

Whether you’re interested in building a team around you and your business, or interested in joining a high caliber team, we are here to help you.

We are seeking experienced entrepreneurs, who want to ask questions and listen, focus on a planning approach, embrace our innovative toolset, and see a strong teaming model to better serve their clients. If you’re a successful entrepreneur looking to accelerate your practice, we will support you through.

• A unique business market process that will differentiate you and add more value to conversations with business owner(s).
• Concierge-level support including access to subject matter experts, priority sales support, business strategy, marketing and sales assistant support.
• A team of seasoned investment and trust specialists to meet your clients’ unique estate planning and wealth management needs.
• Strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms.
• State-of-the-art technology platforms and tools.
• A diversified portfolio of investment, insurance and retirement solutions to help deliver goal achievement and accountability to your client(s).
• Enjoying flexibility: build your business the way that’s right for you – we respect your experience and expertise.

Apply today to discuss a change to a firm that knows how to support established practices and help them grow geometrically.