My Client has an outstanding opportunity for an advisor. This position will go fast. If interested please contact me right away. They are a 23 year old firm that has accelerated growth and is a very unique business.
· Full suite of wealth management services PLUS a unique separate division with expertise in Business Succession and Exit Planning Services.
· They provide great Technology & support, Marketing and provide strong payouts.
· Has strong technical experience with 2 CFA’s, 2 CPA’s, 1 CFP and another 3 who are obtaining the designation.
· They provide coaching and guidance to help you build a large practice.
· Excellent transition assistance.
· Well funded.
· Seasoned, high experience support staff available to you
· Great branding and marketing
· Offers a unique PATHWAY TO PARTNERSHIP program
· Clear through TD and Fidelity
· Spectacular office located close to the beach and across from Fidelity and Schwab
· Payout and compensation structure is flexible and customized based upon your experience, production levels and value that you bring to the firm.
· Leading edge Business Succession planning for their clients.