Growing the Team

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

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

funny
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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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