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. About the Role 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. Benefits 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. Pay Range and Compensation Package Apply today to discuss a change to a firm that knows how to support established practices and help them grow geometrically. #J-18808-Ljbffr