Job description
Financial & Wealth Advisors:
Provide financial planning and investment management services to their clients. Clients include people seeking professional management of their savings in order to get better returns, plan for retirement, create passive income streams, etc.
Clients:
Candidate Profile:
- Should have their own client portfolio that they manage. Minimum book of business $30-40m
- Has not been recently terminated from another advisor role
- Located in North America
- Is not encumbered by a non-compete or non-solicit
- May be an independent looking for a better support structure
- May want to work with a team that will allow for an exit strategy - succession plan
- May be a small group of advisors looking for marketing and operational support that will allow for more rapid growth
- Whatever the situation, we likely can find them a home. They key is their ability to bring their existing clients with them.
- Many advisors have built their business as far as they can without a support structure and are looking for strategies that will remove the operational challenges while allowing them to service their clients better with less stress. Or they recognize that by having a support team and structure they can continue to grow their client portfolio and income. Others recognize that with the proper support, they can exponentially grow their business and the subsequent multiple on their business valuation. Some of our clients have structures in place that will allow for this rapid growth through acquisition and repositioning those assets into the advisors business. They are then able to rapidly help the advisor grow to enterprise level and share in the ultimate sale at higher multiples.
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