We’re a veteran-led team
Why This Team is Different:
Forget the generic marketing approach and stale support most firms offer. Here, we’re about creating a brand that resonates with your unique style and connects deeply with your ideal clients.
What Sets Us Apart:
Our approach goes beyond the basics. Advisors who join our team receive industry-leading, personalized marketing—built from scratch—to ensure your unique message stands out. Through our unique teaming model, you’ll work directly with the team’s leader, developing advanced skills that foster autonomy, mastery, and purpose in your life and career. Over the first two years, you’ll define your target market and gain hands-on experience in positioning high-impact financial strategies specifically tailored to that audience, with expert guidance on crafting your own brand presence. After two years, you’ll be certified to establish your own team, enter the leadership track, or continue expanding your practice with newfound expertise and independence.
You’ll even learn how to position financial planning for a fee. In addition to all of this, candidates may also be eligible for:
- Subsidized Healthcare Premiums
- 401(k) With Matching Provisions
- Non-Contributory Pension
- Negotiable Grid Payout (Based On Trailing 12-Months Production)
- Supplemental Product Compensation (Years 1-4)
- Supplemental Manager Compensation (For Teams of 3+)
- Transition Support Compensation up to $50,000 (For Candidates with $10M+ AUM)
Candidate Profile:
Licensing: Series 7/66 or Series 6/65/63
Experience: 3+ years preferred (minimum 2 years).
Professional Designations: CFP, CPA or advanced credentials are highly valued.
Job Type: Full-time
Location: Austin, Texas / Round Rock, Texas / Cedar Park, Texas / Georgetown, Texas / Pflugerville, Texas
Pay: $73,547.00 - $156,315.00 per year