Wealth Advisor

Wealth Management opportunity (partnering with CPAs across the U.S.)

My client believes every advisor should have the freedom to grow their practice in the way that suits them best. Their many different affiliation options allow you to choose the level of support that's right for you and your clients. We're uniquely structured to put the control where it belongs in your hands. All are backed by the world-class resources of a global financial services firm.

They serve clients ranging from institutions to individuals and private clients and offer independent research, portfolio strategy, and brokerage-related services tailored to their client's unique needs. With a forward-looking perspective and expertise in equities, fixed-income, alternatives, and multi-asset strategies, more than 500 investment professionals collaborate to share ideas and make connections across disciplines, geographies, asset classes, and sectors. These collective insights drive innovation and better solutions, helping them keep their clients AHEAD OF TOMORROW.

They are seeking:

Independent Advisor

As an independent business owner, you build and manage your business as you see fit. Draw as needed on a suite of world-class products, cutting-edge technology, and our full range of service and support resources. **You must own your book of business.**

Institutional Advisor

The institutional option offers comprehensive investment solutions, financial planning, and asset management services for financial and brokerage institutions. **You must own your book of business.**