Growing the Team

540 members
For advisors who have added another producer to their practice in the last three (3) years OR plan to add.

I've interviewed three possible additions to the team as new FAs. I liked the sliding pay scale we had at Edward Jones. Anyone willing to send me a copy of the current EDJ PDF showing the curren… more

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When it is time to hire a new team member? What has worked for you? Online resources like indeed or zip recruiter, local chamber of commerce?

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Spokane, WA new hire comp: They pass test (I reimburse) then pay starts. Year 1: $40K & 10% comm. Year 2: $30K & 20% comm. Year 3: $20K & 30% comm. Year 4: $10K & 40% comm. Year 5: 50%… more

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I’m interested in hiring a licensed FA from Edward Jones or Northwestern in the DFW area to become a Paraplanner/ Relationship Mngr. The position is salary plus bonus. This is not a sales position.

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I'm adding a brand new FA, probably as a W-2 initially. Any suggestions on compensation?

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What is your staff to client ratio? How did you determine when to hire add’l help? We have $50mm AUM, 400+ clients, one licensed advisor, one unlicensed assistant (FT).

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Top producers on teams: If I wanted to join your team to work/service your smaller accounts, and dig up extra assets from those accounts, what % of your revenue would you invest for that?

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Our goal is to add advisors since we are in a growth mode across the US in twelve offices. We’re offering culture, significant payouts, succession planning, and more. RSVP to Connie.

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Older, successsful FAs: How do you suggest a younger female in the business approach you and talk about joining your team? What areas do advisors like you need help with?

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Opening for a advisor to join an existing vertical team in Columbia SC.

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Looking to hire a part time admin assistant in a small RIA office. Someone with experience in a professional office who can appreciate flexible hours. How would you go about finding such a person?

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Thinking of hiring a paraplanner in the San Diego area with long term growth potential/practice ownership stake. Any ideas on how to go about finding the right person? Anyone have a para?

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Anyone here currently in or looking to make the transition to a client service associate or paraplanner role? Hiring in NYC- please respond to this post

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I'm looking to add a Branch Office Administrator...anyone have experience with hiring for that position?

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Actively seeking growth-driven Advisers in NY and across the U.S. in one of our eleven branches. If you’re an Independent IAR or a brokerage/wire house Producer desiring positive change, reach me.

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Looking at making a move to the independent side. Have around $20m in AUM in wealth management with another $85m in retirement plan business. Been looking at Investacorp. Any thoughts?

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We are looking for a CFP candidate who has completed the CFP Program but not yet licensed. Preferred that they have their licenses and a book of clients and 3-5 years experience. Call us 6789946448

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How's everyone doing? Im a Private Banker, doing my homework to become an advisor. But I might not take the bank road. I spoke to EJ and PRU. Will you give me an advise on where should I start???

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Senoir advisors and owners: What do you offer in commission and fee splits with junior advisors? what do you pay office staff? juniors, what is your current or past comp split?

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Best study guide for CFP?

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Join our RIA. Be completely independent from day one fully owning your book. We are looking to add one or two qualified advisors (must have atleast $5,000,000 in AUM) to our Denver or San Diego office

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Does any one use a TAMP in a IMA?

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Looking for part time , flex time CA / Assistant in the Atlanta area.

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I’m looking to hire a junior advisor whom is fully licensed and preferably has a book of business in the Plano Texas area. Compensation DOE.. PM if interested.

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Tampa, FL looking to add an advisor to our team. Message me if you are interested.

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Looking for adding a junior advisor with 20-50mm AUM to become eventual partner if the right person and merge into a larger $130mm firm in Atlanta, GA or in Southeast. Call 678994-6448 ask for James

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RIA in Hauppauge, NY (Long Island) is looking to ad a service advisor to our practice. We are interested in speaking with advisors that have and do not have their own clients currently.

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Upstate NY (Capital Region): Looking for administrative assistant to join the team - would learn from current admin staff. Looking for 25 hrs/week minimum but more likely full time needed.

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Denver RIA provides platform for Advisors looking to be independent. We custody client accounts at TD and Schwab. Glad to talk to qualified advisors looking to free themselves from the broken dealers.

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RIA located in Hauppauge, NY is looking for an administrative assistant. Preference given to those with RIA experience. Let me know if you would like to have a conversation .

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I’m looking to hire a producing FA in the Allen, Tx. Must be self motivated and willing to earn CFP. Base salary provided the first year.

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Relocating to Columbus, OH area. Would prefer to transition to Independent. Have over 5 yrs as lead advisor experience and cfp. Could probably transition 4-5m and help with existing book.

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Rockland County, NY. Small independent firm to add a licensed advisor w/ >2 years experience. We have incoming leads in excess of 200 annually that we cannot presently serve. Ask for details.

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Looking for a licensed rep in the Landrum, SC or Hendersonville,NC area. Salary plus commission position. Great starting position for a junior rep

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Looking for a newer fully licensed (with some training and at least a small book) junior advisor/associate financial advisor to join team. Please message if interested or have lead. Thx

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ROCKLAND COUNTY, NEW YORK. My independent firm of two financial planners, one insurance specialist, and two support staff is seeking a tech savvy financial planner to join the growing practice.

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