You don’t need to do it all by yourself anymore.
Deliver the best possible client experience supported by your very
own team.
The increase in client demand for a broader-based range of knowledge and services,
combined with credentials and licenses required to market that wide array of products,
is a challenge that few professionals can meet on their own. This is why the advisor
team business model has been adopted by more and more financial advisors. At our
firm, we have an industry leading Advisor Teaming program that supports the formation
and development of advisor teams.
Whether you’re interested in building a team around you and your business or
interested in joining a high caliber team, we are here to help you.
We’re seeking experienced Financial Advisors, who recognize the strength of our
products and our brand, welcome our flexible approach, embrace our innovative
toolset, and see a strong teaming model as a means to better serve their clients.
If you’re a successful entrepreneur looking to accelerate your practice, we will support
you through...
- A robust teaming platform including coaching, systems, processes, and support
at the local level designed to sustain the development of high-performance
advisor teams
- A unique business markets process that will differentiate you and help you add
more value to conversations with business owners
- Concierge-level support including access to priority in force service, new
business and underwriting, advanced sales support, and dedicated compliance
resources
- A team of seasoned investment and trust specialists to meet your clients’ unique
estate planning and wealth management needs
- Strategic alliance programs that can help you grow your practice through
relationships with local financial institutions and professional firms.
- State-of-the-art technology platforms and tools
- A diversified portfolio of investment, insurance, and retirement solutions – all
manufactured here, so your input can directly impact the products we develop
- A one-stop shopping hub for insurance solutions when your clients’ needs must
be met with products we do not offer
Let’s partner together in support of the values we share with each other:
- Expanding your influence : we know your impact transcends families, boundaries,
businesses, communities, and generations
- Being heard : because your voice matters, because you matter
- Seeing the pathway to success : receive the guidance and support you need to
realize your vision for your practice
- Transparency : enjoy honesty and clarity as the fundamental ingredients of
partnership
- Innovation : benefit from dedicated investments into tools and technologies
designed to make doing business easier for you
#LI-SF1
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