Located in San Antonio, TX, a protocol firm is seeking an experienced advisor with a portable book of business (~25M) to take over an advisor practice with approximately ~200 client relationships and 60M in assets.
What You Can Expect
- Plug and play practice with your own office and support staff
- CPA Referral Partnership, with at least 1 in San Antonio established so far
- Income opportunity negotiable
- Willing to relocate to San Antonio, TX
- Advisor with capacity to grow current book of business
- Ideal candidate with at least 25M in portable assets
- Industry experience to be able to plug in, learn the practice, and go
Who We Are Looking For
Reach out to Vantage Impact if you are interested or would like to learn more about opportunities across the country. Let’s set up a time to discuss.
Download Opportunity .PDF