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