Experienced Financial Advisor
Per Stirling Group – Austin , Texas
We are expanding our presence in the Austin area through the addition of experienced and successful financial profess ionals, who share our fiduciary, client-first philosophy .
Desired Skills & Experience
Ø Investment, financial planning and/or insurance expertise
Ø Proven professional with a minimum two years of experience, FINRA licenses, and an existing clientele
Ø A good regulatory history, and personal financial stability
Per Stirling has, in just a few years, grown from being a relatively small portfolio management firm to one of the larger financial services companies headquartered in central Texas, and was just identified by the Austin Business Journal as one of the area’s top wealth management firms. Much of our organization's impressive growth is attributable to Per Stirling's ability to attract and retain some of the area's top advisors, financial planners and brokers.
Per Stirling offers:
Ø An independent, hybrid platform that supports investment advisory, financial planning, brokerage, insurance and other wealth management services
Ø A v ery attractive compensation structure with access to benefits
Ø Transition support, experience integrating in smaller RIA firms, and a number of attractive options for advisors, who are preparing for retirement
Ø A team-oriented environment and access to staff, which allow our associates great scheduling flexibility, and the ability to spend more time with clients
Ø A very “advisor-friendly” contract that protects an advisor’s “book”
Ø A complimentary, furnished office in the prestigious Westlake area, complete with computer, phone system, etc., (or bonuses for “outside” advisors).
Ø Cutting edge technology and local support
Ø Free E&O coverage for your advisory business, and
Ø Most importantly, the opportunity to work with an exceptional group of professionals
To learn about our indep endent, entrepreneurial culture , and why so many successful advisors select Per Stirling as their financial partner, visit our website at www.perstirling.com . Serious candidates only, please submit your resume or Curriculum Vitae to firstname.lastname@example.org .