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Vice President - Financial Advisor


My client firm is currently searching for successful Financial Advisors looking to take their business to the next level. The firm has recruited more Financial Advisors to it's platform then any competitor on Wall Street. They have accomplished this daunting task by offering both its clients and advisors world class service and resources that they alone offer. That is why more than 1,700 advisors have joined us in the last few years alone.
To help run a successful business, you need a strong company behind you. Our client's success is built on client relationships. So supporting you and your clients isn't part of their business, it's their only business. You'll have all the tools, resources and support you need to help build and grow a successful practice.

Some of our major achievements in recent years include:
Maintained a strong balance sheet and credit ratings, without TARP funding
97% retention rate for advisors who have been with us more than 10 year
$675 billion in assets under management and administration
Hold top 10 positions in each of our four business segments: B/D, Asset Management, Insurance and Annuities
In the past five years completed four all-cash acquisitions of competitor firms
More than 2 million individual, business and institutional clients and approximately 10,000 branded financial dvisors
The firm has been in business since 1894 and has never taken a bailout

Qualifications:
Seasoned Highly Ethical Financial Advisors, we are not a training program
Minimum T-12 $400K
CFP or CFA preferred
Strong competitive drive; plays to win and has desire to be #1
Goal-oriented and results-focused
Calculated risk-taker; willing to win-some, lose some
Proven closer; outstanding sales ability.
Optimistic outlook; sees opportunities not problems
Persistence under adversity; accepts personal responsibility for failures and treats "losses" as learning opportunities
High activity orientation and exceptional work ethic
Phenomenal interpersonal communication skills; is confident, dynamic and assertive

What we offer in return:

High Profile and professional office locations
Industry High Payouts and Transition Packages
Unlimited marketing budget support- You produce ROI we will pay!
Paid Assistant at T-12 $650K
Monthly, High Profile, company sponsored and paid client events
Practice Acquisition Program - We will help you identify and finance profitable practices
Sunset Program - You getting ready to retire, we will buy your practice
National Advertising to drive brand recognition for both you and your clients
Dedicated Transition Team both local and corporate to create a seamless transition

If you a tired of defending your current firms bad press or lack of any press, it may be time for you to look at what we have to offer. To learn more, contact Regional Director Hugh Daniels for more information.


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