Join The Team
Passionate financial advisors who are,
- Interested in taking their career to the next level with the support of a dedicated team.
- Ready to outsource the challenges of running their own business, without sacrificing the freedom and flexibility they value.
- W-2 Advisors, but want the freedom and flexibility of a 1099 independent advisor, but are not ready to make the transition without a team to offer support and guidance.
We offer an adaptable suite of services and support that can be personalized to fit each advisors’ personal needs while maintaining ownership of their book of business.
1. Our team embodies embody and believe in our 6 core values
2. We are looking for Advisors that are CFP® professionals and adhere to the CFP Board’s Code of Ethics, Professional Responsibility and Rules of Conduct.
We may make an exception for advisors who have not yet earned their CFP® certification marks, provided they have a plan to become a CFP® professional within three years of joining our team.
3. We believe advisors should not be directly responsible for more than 250 households.
We may make an exception for new advisors who join the team with more than 250 households, provided they have a plan to bring the number of households they serve down to less than 250 within three years.
4. We are looking for Advisors that maintain a strong compliance record and personal financial record.
HOW TO JOIN OUR TEAM
To start a conversation on how we can serve you, please contact us at firstname.lastname@example.org or call Greg Furer at 724-822-9800.
We ask that all of our prospective team members take a Predictive Index Behavioral Assessment. This assessment is free for you to take and will require less than 15 minutes of your time. The results will help us understand ways we can best serve you and your clients.