Career opportunities for financial advisors

Does your broker/dealer make you jump through unnecessary hoops? Are you part of a firm that has negative press? Do you think your only choices are where you are or completely independent? What if there were a firm that provided the support you need – technology, research, sophistication, commission or fee-based – that also uses a common-sense approach to business decisions?

We are looking for qualified financial advisors looking to break away from the old and join the new. Are you a client-first advisor? Are you trying to survive with no support at the wirehouses or the banks? Do you need better guidance, a mentor with experience and patience? Do you need marketing support?

TOTAL VIEW ADVISORS SETS YOU UP FOR SUCCESS

We will help you develop your skills to better market yourself, build a community brand, increase ROA and build your practice. You will also be able to use the deep resources and full capabilities of both Total View Advisors and Raymond James – all the tools, software, and operational, marketing, investment and planning support. Join an open-minded, open-door office where you can truly focus on growth.

Program benefits:

Ongoing access to firm, partners and Raymond James to meet client needs
Marketing program including lead generation, seminars, high end events, nonprofit board support, online advertising, website and more
Technology to manage clients’ goals-based financial strategies
1099 or W2
Open platforms
Optional benefits

You have:

Strong relationship and interpersonal skills
Eagerness to learn and adapt
A commitment to quality service and integrity
Bachelor’s degree or higher
Series 7 and 66 licenses (or willingness to get within 120 days)
At least three years of experience
An established book of business

The top five questions advisors have about independence
LEARN MORE

Contact us at info@totalviewadvisors.com
Let’s have a confidential conversation about this exciting opportunity.