(Any inquiries will be held in the strictest confidence.)
We are looking for highly motivated, ambitious and disciplined individuals with a strong desire to assist individuals and families in their efforts to reduce debt, build wealth and pursue their financial goals and dreams. They must be committed to growth and share our vision of a firm in which professionals are extremely client-centered in order to improve the financial well-being of the individuals and families they service.
Our ideal candidate values interpersonal relationships, is an effective communicator, and is bright and good-natured. They are professional, courteous, engaging and eager to meet people, discovering their needs and concerns then understanding and communicating how the firm’s services can assist in meeting those objectives.
Our objective is to provide a congenial work environment in which professionals may freely exchange ideas and realize their full potential. The firm provides all necessary administrative support, which relieves the representative of the mundane tasks that can sap productivity. Our investment advisor representatives are not alone. Supported by our network of financial specialists, local office facilities, training programs and mentoring opportunities, they have access to informational resources, informed speakers, products, and the assistance they need to help their clients and build their practices.
- Keep your book.
- Extremely competitive Payouts with a low cost of running your business.
- Utilize a separate broker-dealer to house FINRA licenses and process commission based business.
- Enjoy a comprehensive administrative staff including compliance, client service, and investment management for NO MONTHLY FEE!
- In-house Portfolio Management and Financial Planning teams to serve you and your clients.
- State of the art technology and tools at NO COST TO YOU.
- Family-style office where you enjoy the benefits of partnering with like-minded professionals.
- A small company founded on ethics, honesty, integrity and loyalty.
- 20 years of Fidelity as the backbone of the business.
- Beautiful corporate ocean view offices with state-of-the-art conference facilities, free parking, 5 minutes from the beach, free fitness workout facilities and NO COST TO YOU.
- Significant marketing programs and money to invest in new innovative ideas.
- Continuing education costs and licensing expenses covered by the firm.
- Flexible and attractive employment options to join as an Independent Advisor or Employee Model with salary, medical, 401K.
- The firm would also consider an equity situation, relocation packages, remote office set up, (no need to relocate) and mergers for the right candidates.
- The freedom to run your business with all the support you need in the world!