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Financial Advisor Profile:

Our client is in the top 10 of U.S. Banks that is actively growing their national broker dealer network.

• Currently they have coverage in over 17 states D.C. and has leading market share in 7 of the 10 top fastest-growing markets in the U.S.
• Candidates and or teams must have a minimum T-12 of $500K with transferable assets
• Both wire house and bank advisors are welcomed to apply
• FAs are paid on loans, investments, and insurance.
• FA’s can continue to grow their practice through other business partners in the firm.
• Larger producers with clients at the Reserve $5M- $25M level, can have access to the Client Segmentation Strategy which provides add on services to heighten the client experience.
• Advisors with niche business, they can partner with wealth advisors in their specialty groups (medical, legal, international business and sports & entertainment).
• Our client has an open architecture platform through Envestnet and competitive industry products. FA’s utilize Relationship Advisory Process (RAP) – Financial planning model connecting to IRM. They are a full-service brokerage firm and clear through Fidelity NFS; Salesforce customized for prospecting clients.
• FAs are paid on loans, investments, and insurance. When an FA partners with business partners, they receive sales referral credit which posts to their grid. For example: At a Wire house, Private Bank is competition, here we are partners where the Private Bank handles banking and lending functions, FA handles investments.
• For established advisors, succession planning options to join 3 sunset agreements available (variable fixed, buyout)

Please contact Fabiana Mallory of Avior Executive Search directly for any additional information at Fabiana@aviorsearch.com. All information will be kept strictly confidential.