A team of 6 licensed advisors with dedicated support staff in Atlanta is urgently seeking a licensed, client-facing rep with at least three years of experience in the industry. Base salary available, with an expected transition to the 1099 model at the 2-3 year mark with the firm. Health and Wellness benefits are offered.
A self-starting mentality, client service experience, and the drive to excel will ensure your success in this role.
Join a company with nationally recognized, top-tiered advisors, putting their clients first for over 125 years. Learn from the best by working alongside a partner in the firm. You’ll service a group of clients transitioned to you from other advisors in the practice, while also acquiring clients organically. There's no limit to what you can accomplish!
Contact Mike or Courtney to learn more.
Dedicated team specifically designed for solo advisors and emerging teams is seeking advisors in the Upper Midwest.
Backed by one of the largest IBDs in the industry, with women comprising 2/3 of the managing partners and 90% of the team, advisors with this firm have access to a comprehensive suite of tools designed to help them grow quickly.
Your current clients will benefit from a hands-on, distraction-free transition process.
If you have $300k in production and 5+ years’ experience, contact Mike or Courtney to learn more.
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To learn more about the opportunities in your area, schedule an appointment with our Founder, Mike Torres,
https://outlook.office365.com/owa/calendar/mikemxtassociatescom@mxtassociates.com
or our Operations Manager, Courtney Rathke: https://outlook.office365.com/owa/calendar/courtneymxtassociatescom@mxtassociates.com/bookings/
SERVICES
Connections to Financial Advisors, CPA’S and Insurance Agents who are open to new opportunities.
Connections for acquisitions and mergers.
Connections to various channels of the financial industry for those seeking new opportunities.
Assistance in adding talent to your team in the finance industry space.
ABOUT US
MXT Associates, LLC is an independent recruiting firm specializing in the finance industry. MXT was founded in 2010 by Michael Torres after he spent over fifteen years at Ameriprise Financial. MXT Associates has connections throughout the United States; we partner with financial firms and professionals within the finance industry to assist them with building their networks and in the success of their career goals.
Growing firm in the Twin Cities South Metro is looking for a Licensed Advisor Assistant!
Play a critical role in assisting clients with their financial goals and objectives by processing transactions, conducting client relationship management, and proactively communicating needs and opportunities.
Previous LPL experience, Series 7 and 66 are valued but not required. Proficiency in Microsoft Office Suite, excellent interpersonal skills, and a commitment to professionalism are the keys to your success in this position. Contact Mike or Courtney to learn more.