An independent firm out of Flagstaff, AZ, is seeking a competent, experienced financial advisor to join their growing team by moving their book of business and taking on a portion of the existing client base. The firm is associated with an independent broker-dealer and is part of the broker protocol agreement.
What You Can Expect
- 100% remote environment
- The security of W-2 employment, but with the freedom of a 1099 relationship
- Transition support - this firm can assist with your scheduling and client administrative needs to ensure a smoother transition of your practice
- You will have access to:
- Training and ongoing support
- Our systems (including CRM) and processes
- Marketing resources (website, brand, social media posts, YouTube marketing and other digital marketing)
- Resources such as client education seminars
- Management of a mix of clients:
- 100% ownership of your current clients that you bring over
- Additional clients assigned to you by the team, set up under a split payout rate
- Future opportunities to be assigned new clients
Who We are Looking for
- An advisor who will serve clients in the way that works best for them
- An advisor who can use online tools proficiently
- The ideal advisor is looking to grow their practice under a team practice structure, without sacrificing the freedom you need to create customized solutions for your clients.
Reach out to Vantage Impact if you are interested or would like to learn more about opportunities across the country.
