Investment Advisor

What We Offer

• A diversified portfolio of investment, insurance, retirement solutions – all manufactured here, so your input can directly impact the products we develop
• A one-stop shopping hub for financial and advanced planning solutions when your clients’ needs must be met with products we do not offer
• A unique business markets process that will differentiate you and help you add more value to conversations with business owners
• Concierge-level support including access to priority in force service, new business and underwriting, advanced sales support, and dedicated compliance resources
• A team of seasoned investment and trust specialists to meet your clients’ unique estate planning and wealth management needs
• Strategic alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms
• State-of-the-art technology platforms and tools

Compensation & Benefits

• High performance-based earnings and revenue thru multiple channels
• Additional performance-based income structure to support first three years for inexperienced advisors
• Transition packages for experienced advisors
• Renewal commissions and recurring fee income
• Bonus programs and expense allowances
• Robust retirement package with up to 10% company contributions
• Competitive and comprehensive medical, vision, and dental plans with subsidized premiums
• Life Insurance and Disability Income Insurance
• Professional designation reimbursement programs

Contact Us

Contact me today to discuss a smooth transition to a reputable financial firm that knows how to give entrepreneurs the resources you need to do what you know best.