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Sunsetting Senior Financial Advisor

Company: Core Group Resources
Location: Houston
Posted on: May 4, 2021

Job Description:

Core Group Resources ( ) is America's leading financial services recruitment company. Core Group Resources expertise is unmatched in the financial services market for executive search, staffing, and expertise identification. For more information contact us . We are currently in the market for the following: For more information please contact Bob Sutton! Job Title Sun-Setting Financial Advisor Location Houston, TX Are you a Financial Advisor looking to offload most of your workload in the sunset phase of your career, but not ready to give up the work or relationships entirely? We've partnered with a reputable and successful Wealth Management Firm who has developed a program just for you. Why Join: You want the best for your clients. Leaving clients in the hands of inexperienced advisors could lead them to ruin. By joining this firm, you and your clients will receive first-class care and attention for generations to come. For your efforts, you'll receive a 2.1% payout of all assets under management over 5 years in addition to a high payout percentage of the production you generate during the transition period. Over those 5 years, your relationships will be carefully managed and transferred to advisors who can carry those relationship long into the future. At the end of the 5 years, you can still maintain a small book of clients, and receive full medical and dental benefits for as long as you're with the firm. It is a great way to transition your client relationships, get paid out for the many years of hard work, and continue to benefit from a great relationship with a reputable firm. Background:

  • 10+ years of Financial Advising
  • Book of $100M+ Assets Under Management (must be transferrable)
  • History of integrity, responsibility, and leadership

Keywords: Core Group Resources, Houston , Sunsetting Senior Financial Advisor, Accounting, Auditing , Houston, Texas

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