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Financial Advisor - job 8 of 14

Are you looking for an environment where the firm’s values align with your own? Are you seeking a home where integrity and client fiduciary responsibilities are more important than an AUM quota?I have a unique firm who places culture ahead of profit. A firm who believes that’s its clients can best be served by professionals who are transparent in both their communication and intent.Are you a Financial Advisor with an exiting book of business that generates at least $350k in Annual Revenue and growing.If you have a FINRA 7 and 65 and a clean U5 we should have a conversation.What we offer:• A generous pay out plan and the ability to own your own book of customers• The firm provides Breakaway and Transition Assistance with moving over clients• Plug-in-Play Resources (computers, phones, software platform) and access to an established COI• Ability to set up your own LLC which allows you to deduct expenses such a client entertainment and a company vehicle• Continuity Agreement which provides for an independent valuation of the value of your book should you decide to retire and sell the book.• Decades of experience guiding high and ultra-high net worth individuals and families.For more information on this compelling opportunity contact david.boldon@gogpac.com
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Matt Good and Ryan Good
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Our mission is to be the preferred staffing and recruitment solution by effectively delivering and connecting talent with successful companies and organizations. -Provide our clients with a full-service human capital solution -Serve as a true, va...

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Full-time, on-site
DATE POSTED
September 10, 2024

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