We are looking for accomplished financial advisors with a strong track record of success and a passion for financial planning and wealth management to work inside 1st Global affiliated tax and legal firms on a full time basis. The advisors we wish to recruit are entrepreneurial, experienced financial planners whose professionalism, competence and integrity complement the traditional services and high practice standards of CPA's and attorneys.
This opportunity is available in multiple locations across the United States.
FINRA Series 7, 66; Insurance life/health license
One or more professional designations (CFA, CFP, CLU or ChFC)
Minimum of 7 years of client facing production experience, with verifiable commissions of $100,000+ annually
Experience providing a full range of financial planning solutions (fee-based, securities, insurance)
Investment philosophy in line with 1st Global’s philosophy
Professional image and consultative sales style
Additional Salary Information: Fees and Commissions
About 1st Global
1st Global is the largest independently owned wealth management partner for accounting and legal firms. More than 400 of these select firms rely on our expertise and resources to meet their clients’ wealth management needs. They also count on our business development tools and consulting services to ensure their success. We provide support, technologies and education to help advisors in every facet of business, from operations and administration to sales and marketing. With 1st Global in your corner, your clients’ potential to build wealth, and your ability to manage it, are the same: exceptional.