Join Our Team
We are always interested in speaking with experienced financial advisors who may be interested in either partnership or succession.
Ideal partnership candidates will:
- Have a minimum of 3+ years of advising experience and be highly client focused
- Have a minimum of assets under management of $15mm
- Be growth oriented, both personally and professionally
Ideal succession candidates will:
- Be open to a slow transition that allows for continuity and respect of client relationships
- Enjoy being in a vibrant environment and learning from other experienced professionals
- Be located in Boston, MA, Austin, TX, Phoenix, AZ, or Stuart, FL areas
Some of the benefits of partnering with us include:
- A work environment that values your independence and challenges you to learn and grow
- Quality in-house operational support, excellent back office support, available office space, collaborative investment research/models, and marketing assistance
- Highly competitive payouts, enterprise pricing on outside vendors, access to team help on cases, if desired
