Investment Advisor

Flexibility and Control.

And a business partner who gives you the freedom to have both.

You’ve spent a good portion of your career building the practice you envisioned. And for whatever reason, you now see a need for change. We respect your experience and your expertise.

At our firm, you’ll have the freedom to build your practice the way you want to, with as much support as you need from a business partner who supports you on your path to success.

Who We Are Looking For?

We’re seeking seasoned professionals and entrepreneurs who welcome our flexible approach, recognize the strength of our products and our brand, embrace our innovative toolset, and see a strong teaming model as a means to better serve their clients.

What We Offer?

If you’re a successful entrepreneur looking to accelerate your practice, we will support you through...

• A diversified portfolio of investment, insurance, retirement solutions – all manufactured here, so your input can directly impact the products we develop
• A one-stop shopping hub for financial and advanced planning solutions when your clients’ needs must be met with products we do not offer
• A unique business markets process that will differentiate you and help you add more value to conversations with business owners
• Concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources
• 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

Let’s partner together in support of the values we share with each other:

• Enjoying flexibility: build your business the way that’s right for you – we respect your experience and expertise
• Seeing the pathway to success: receive the guidance and support you need to realize your vision for your practice
• Expanding your influence: we know your impact transcends families, boundaries, businesses, communities, and generations
• Being heard: because your voice matters, because you matter
• Transparency: enjoy honesty and clarity as the fundamental ingredients of partnership
• Innovation: benefit from dedicated investments into tools and technologies designed to make doing business easier for you

Compensation & Benefits:

High performance-based earnings and revenue thru multiple channels.

• Additional performance-based income structure to support first three years for inexperienced advisors.
• Transition packages for experienced advisors.
• Renewal commissions and recurring fee income.
• Bonus programs and expense allowances.
• Robust retirement package with up to 10% company contributions.
• Competitive and comprehensive medical, vision, and dental plans with subsidized premiums.
• Life Insurance and Disability Income Insurance.
• Professional designation reimbursement programs.

Contact me today to discuss a smooth transition to a reputable financial firm that knows how to give entrepreneurs the resources you need to do what you know best.