Teaming Opportunity – Financial Planning Advisor

Opportunity Details:

  • Opportunity to work with two proven fee-based financial planners
  • Path to Partnership opportunity
  • Possible existing client leads from current books of business
  • Balanced practice of insurance and investments

Position Requirements:

  • Advisor with 5+ years of experience
  • Fee-based financial planning advisor
  • Currently registered as an IAR
  • Must be organized and have excellent follow-up and execution skills

Comp Structure Details:

  • Joint Work Splits

Income Expectation:

  • $65 – $100k

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