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Financial Advisor

Company: Elite - Consulting Partners
Location: Milford
Posted on: July 31, 2022

Job Description:

Job Description This opportunity consists of a three-person advisor team with two of the three advisors retiring. We are seeking an advisor to take over the retiring advisors' books of business. This opportunity is structured so that the two retiring advisors will remain to help transition the clients to the new advisor through the end of 2022. The optimal advisors will possess some level of existing business and is looking for an opportunity to grow via succession plan. $60 million AUM - approx. 300 households - 2600 accounts - with advisory/fee based and includes 1,100 accounts, which are transactional or held directly with the issuer. Direct business includes VA's (PacLife, Prudential). Mutual funds (American Funds, Hartford, Oppenheimer Any new accounts or business generated from the client base will be paid at grid, giving the new advisor incentive and opportunity to mine the existing book and grow The advisor must be Series 7/66, and insurance licensed, and will be dually registered as securities registered representative and as an investment advisor representative.

Keywords: Elite - Consulting Partners, Milford , Financial Advisor, Accounting, Auditing , Milford, Connecticut

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