NOTE: This is NOT a Job Ad | We’re Not Looking for Candidates Who Need a Salary.
What does that mean?
If you're an independent wealth manager or part of a small advisory group, you're likely brilliant at ensuring your clients' financial well-being. But what about your own future? In today’s complex investment landscape, with increasing compliance demands and technical challenges, maintaining and growing your client base can be daunting. And let’s face it—many wealth managers don't have a robust succession or retirement plan in place.
That’s where we come in.
Why Partner with Us?
We’re offering a unique partnership, not a traditional job. Imagine having a powerful back-office team, marketing support, and access to a network that’s over 22,000 financial advisors strong. We can help you expand your business, create an exit strategy, and ultimately secure your retirement. Our client, the largest independent broker-dealer in the U.S., boasts a market cap of $20.63 billion as of July 9, 2024—an impressive 21.88% increase from last year.
What We Offer:
- Back Office Support: Let us handle the compliance, administrative, and operational tasks, so you can focus on what you do best—serving your clients.
- Marketing & Growth: Access tools and strategies that will help you grow your client base faster than ever.
- Exit Strategies & Succession Planning: Whether you’re looking to retire comfortably or ensure a smooth transition for your clients, we’ve got you covered.
- A Trusted Network: Join forces with over 22,000 financial advisors and 1,100 financial institutions, all backed by our expansive support system.
Are You the Right Fit?
We’re seeking independent advisors with their own client portfolio (minimum $20-40 million under management) who are based in North America. If you’re not bogged down by a non-compete clause and are looking for a better support structure, we’d love to talk. Whether you’re an individual advisor or part of a small team, we offer solutions tailored to your unique situation and goals.
Ready to Take the Next Step?
If this sounds like the opportunity you’ve been waiting for, let’s connect! Apply now via this link.
For more information, feel free to reach out directly:
📧 Email: shabbir.mohamad@outlook.com
📞 Phone: +1 567-343-4689
Partner with us and secure your future!
