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Join a dynamic and growing company!

If the following describes you, let's talk:

• Entrepreneurial spirit and keen business sense
• 10 years industry experience with proven track record
• Minimum $20 million mutual fund/managed money book or $200,000 gross revenue and growing
• Emphasis on recurring revenue: low asset turnover
• Assets per client/household higher than industry average and enjoying above-average growth in revenue
• Full licensing (mutual funds, securities, insurance)
• Multiple industry or professional designations
• Clean compliance record
• Committed to a holistic and integrated wealth management approach that is client focused
• Managed money proponent
• Viewing the stability and infrastructure of your corporate partner as an essential requirement

Contact us today for a confidential conversation: