Broker Check

Our advisors come from all walks of life and the traits they all have in common are that they are people of integrity, care about others, want to make a difference in the world and understand that money can be a by-product of helping other people.  

They not only embrace our firm's beliefs, but also our team's culture and vision, which keep us aligned, connected and promote individual autonomy and growth.

We are interviewing Financial and Marketing Advisors, along with Specialists, to help us grow in our communities
and across the country.

If you're new to the financial industry or are considering being in business, what are you looking for?  A good place to start might be to assess whether what you're offering in terms of solutions and services is what people need and want.

If you're already in the industry, are you interested in building something you can call your own and have future valuation, instead of just being in sales?

Today we're attracting individuals who value real independence and the ability to expand beyond their own hours, where income is not correlated with the hours they work and where income indeed is a byproduct of helping others.  In other words, they want more freedoms.  They also want to own their own book of business (expand their practice or build an agency) and may want to know how to efficiently exit one day, but don't know how or don't have a succession plan. 

Lastly, we offer the opportunity to participate in equity ownership of our firm.  By qualifying to become shareholders and part owner of the larger enterprise, we complement our own individual business valuations and participate in the success and growth of the firm.  And for those who have an insurance focus, in particular those who want to build an agency, we also have the ability to own shares of our insurance partner.  These opportunities aren't typical or available at most other firms, so for the right visionary individual, this is what they've always been looking for.  

Whether you're already in the financial industry or are now just considering it, we'd love to talk to you.  
We are currently interviewing for both Full-Time and Part-Time roles within the team.

Please click on the video below to learn about who we're looking for as we continue our expansion across the United States.

So if you have a vision for a great future, a heart of service and want more satisfaction and rewards out of your career and life, let's have a conversation!