Growing the Team
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?
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?
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
I'm looking to add a Branch Office Administrator...anyone have experience with hiring for that position?
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.
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?
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
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???
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?
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
RIA looking for Financial Advisors nation wide. We're on the TCA by E-Trade platform and will help you grow your book and become independent. Calvin.Rose@ClearCapitalManagement.com
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.
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
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.
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.