Experienced Financial Advisor

Build a firm within a firm—delivering integrated protection, wealth management, and planning solutions tailored to your clients’ needs.

Choose from flexible contract options that align with how you run your practice, while elevating the client experience at every touchpoint.

We provide the structure, guidance, and resources you need to grow with confidence.

We’re seeking experienced Financial Advisors who value the credibility of a respected brand, embrace a flexible operating model, leverage innovative tools, and understand how strategic teaming accelerates growth and enhances client outcomes.

If you’re a forward-thinking, growth-oriented advisor ready to take your practice further, we support you with:

• A comprehensive teaming platform with coaching, proven systems, scalable processes, and localized support—built to sustain high-performance teams
• A differentiated business marketing strategy designed to help you stand out and deliver deeper value to business-owner clients
• Concierge-level local support, including priority in-force service, new business and underwriting assistance, advanced sales support, and dedicated compliance professionals
• Access to seasoned investment and trust specialists to support sophisticated estate planning and wealth management strategies
• Strategic alliance programs that fuel growth through partnerships with financial institutions and professional firms
• Advanced technology and practice management tools, including integrated lead-generation capabilities
• A diversified suite of in-house investment, insurance, and retirement solutions—shaped directly by advisor feedback
• Access to more than 50 carriers to meet a wide range of client needs
• Let’s start a conversation about how a platform built for established advisors can help take your practice to the next level.
  
  

Compensation: $70,000 - $150,000