Wealth Manager

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

Last updated on Oct 3, 2024