Registered Investment Advisor

Senior Wealth Advisor - Partner

Charleston SC, Austin TX, Nashville TN, Pasadena CA

Are you confined by the comp squeeze/ownership friction/legacy tech and red tape or the independent and small firm operational Burnout or scaling hurdles to offer more services to your clients? We are looking for accomplished Advisors and firms with a book of business that want to reclaim time for high-touch client relationships while gaining a tangible stake in the firm's growth. We are retained by our client to assist in recruiting individuals, teams, or organizations to be a part of their incredible growth story.We are seeking entrepreneurial minded advisors that have an established book of business that are looking for a better opportunity as described below and not just the large payout upfront but long term equity, partnership, and lucrative retirement options

• .
  Elevate Your Practice to ...