Experienced independent advisers with 5+ years of experience.
We're looking for fans of Mebane Faber's work and advisers who use ETFs within their practice for buy & hold (efficient market frontier theory).
We offer turn-key compliance, operations, technology & support. We offer new relationships and opportunities based on our services, philosophy, and style. We custody through Charles Schwab, Inc. We base our compensation for these services on a small percentage of your annual billings, with breakpoints.
We are actively seeking new hires and partnerships with advisers in the following locations: Los Angeles, San Francisco, New York City, Seattle, Portland, and Chicago. Our locations offer modern design, a friendly work atmosphere, a sense of community, and 24/7 secure access.
We believe Financial Planning is the key to success for anyone seeking to reach definable, specific goals for their life and legacy. We're looking for Certified Financial Planners with at least 5+ years of experience.
Planners will need to have experience with MoneyGuidePro and/or Advizr.
Our services are offered virtually, or use one of our office locations for in-person meetings or to book some time in one of our broadcast booths.