For many advisors, their perfect fit firm is one that is already in operation and seeking to add advisors in their local area.
Your Perfect Fit Firm might be one of these select local opportunities.
We serve as a recruiting partner to select practices offering unique localized opportunities for growth-focused advisors or those seeking client-centric succession solutions. These vetted firms provide competitive offerings and are led by genuinely great people. If joining an existing practice is your Perfect Fit Firm, we will also source additional options that fit your personal criteria.
Opportunities for Experienced Financial Advisors
-
Jackson/Brandon Mississippi
The Goldilocks Opportunity exists! You can earn a traditional salary for servicing the existing practice’s clients, learn from others and also build your own clientele (with ownership of those clients). This is perfect for a break-away advisor who wants some guaranteed income while building their independent practice.
-
Jackson/Brandon Mississippi
Thinking of going independent but worried it’s too hard? This Brandon, Miss. based wealth management practices makes going independent easy. Offering shared office space, admin support and guidance from those who have already done the work of going independent, you’ll speed up your transition, remain part of a team AND build your legacy.
-
Bay Area/Martinez Calif.
Are you an advisor with $30-50 MM in AUM in the Bay Area without a successor? We have the solve for your successor challenge. A 25-year plus veteran of wealth management took his practice to independent (from Edward Jones). His next growth move? Serving as the successor advisor for small to mid-sized practices that want a local guy with deep expertise to care for their clients if/when the time comes.
Explore Options Across the Industry—Your Perfect Fit Awaits
Our goal is to guide you to the ideal firm for your career, whether it’s a top industry name or a unique opportunity that aligns perfectly with your vision. If we haven’t worked with your perfect fit firm yet, we’ll find it—your success is our priority.
Where you work should work for you
Making a career move as a financial advisor is one of the most consequential decisions you’ll face. It’s not just about finding a new firm; it’s about finding the firm—one that aligns with your goals, serves your clients, and positions your practice for long-term success.
If you’re less than 100% convinced that your current workplace is your perfect fit firm, it’s time for us to talk.
