Join Our Team
We are committed to attracting the Best in Class advisers with a proven track record of quality client relationships and solid industry experience. Our ideal adviser thrives in an entrepreneurial environment and has a unique ability to chart their own course; they are fearless about their future and are ready to embrace their professional development.
We are currently recruiting the following positions:
- Branch Manager – Greater Orlando, FL; Brevard County, FL
- Investment Adviser – Greater Orlando, FL; Vero Beach, FL; St. Augustine, FL; The Villages, FL
All advisers must have at least 3 years of prior industry experience and a Series 65, or Series 7 and Series 66, combined. Branch Managers must have the aforementioned industry licenses and at least 7 years of prior industry experience.
Typical payouts are 80%-95% for advisory assets and 75%-85% for insurance. Transition packages available for established advisers with at least $20,000,000 in AUM.