As a successful practice that transitioned to independence from a large wirehouse in 2016, we believe building successful relationships in a supportive environment is one of the most rewarding aspects of an investment professional’s career.
We are looking for experienced financial advisors who are attracted to independence, potential higher payout, and looking to take their businesses to the next level with our growing practice. Our turnkey practice reduces some of the typical out-of-pocket startup expenses as well as the time and effort required to start your own business.
Opportunities to partner with us
We are currently offering two different options for opportunities to partner with our team. Our goal is to provide a mutually beneficial environment where you reap the rewards of business ownership without all of the challenges of running your own operation. 1. Join Our Practice.
If you want to explore joining our group, we are currently seeking new team members who share our entrepreneurial spirit and commitment to doing what is best for clients. 2. Share Office Space.
If you want to start your own independent practice, consider leasing space in our growing offices. We’ll provide the necessary support to help you make the step up from being an employee to becoming an independent advisor.
It’s rewarding to be part of a successful team
The camaraderie that exists between our practice partners allows us to be in business for ourselves, not by ourselves, and for the benefit of our clients. We invite you to connect with us to discover the many advantages that going independent with Legacy Financial Partners and Wells Fargo Advisors Financial Network has to offer. This includes:
• Full ownership of your book
• The ability to hire employees who are best fit for your practice
• The opportunity to partner with our growing practice as a business owner
• Potential higher payouts
• Tax savings flexibility / 1099 income
• Lower fees by sharing office space with other independent practices
• Strong ability and resources to brand and market your practiceTo start taking advantage of this opportunity to partner with Legacy Financial Partners, contact Ken Helman at (201) 880-6675 or firstname.lastname@example.org.
Legacy Financial Partners is an Affirmative Action and Equal Employment Opportunity Employer M/F/D/V. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Legacy Financial Partners is a separate entity from WFAFN.