You built a book. You're good at this. But you're capped, you're handing your shop a cut it hasn't earned, and they can't even show you your own numbers. Bring your book here. We'll pay you to make the move, then help you actually grow it, on purpose, with math instead of hope. This is for a producer who wants to own their clients and their income and is done coasting. It is not for someone looking to be handed leads and clock out. What you'll actually do Bring your existing book and keep serving those clients as your own Hunt and grow... prospect, close, and expand the book you own Manage client relationships and portfolios with a real team behind you: portfolio management, planning, operations, and compliance Use our systems and coaching to grow production deliberately, not by accident Know your own ROI. We track the advisor's numbers here, not just the firm's bottom line Who you are A licensed, producing advisor with a real book you can bring Carrying your own production already and tired of the upside going to everyone but you A closer, not just a caretaker. You want to grow, not babysit You want ownership of your clients and your income and you'll work for it Coachable. You'll use our data and method to grow instead of guessing Comp and benefits Transition money to make the move worth it High production payout on everything you generate 401k and health benefits Portfolio management, planning, compliance, and coaching support so you sell and serve instead of drowning in back office Location Port St. Lucie preferred. Remote considered for an established producer with a portable book. How to apply No generic resume.
In a few sentences:
your approximate trailing 12 production, and the one thing capping your growth where you are now. Real numbers get a real conversation.
Pay:
$100,000.00 - $200,000.00 per year
Benefits:
401(k) 401(k) matching Dental insurance Health insurance Health savings account Life insurance Referral program Retirement plan