Career Options & Opportunities

There are more career options and opportunities available for financial advisors today than in the history of the financial services industry. National demand is strong for advisors with varying backgrounds, expertise and skill sets. In fact, the national recruiting demand far exceeds the quantity of advisors considering a move.

For an advisor with a portable book of business at $400K or higher, clean compliance record, and at least 50% of their business mix in reoccurring revenue the options are endless. Firms are bending over backwards to recruit businesses like this to their team. If you haven't evaluated your options recently you might be surprised to find out how aggressive firms from all channels have gotten with client transitions and payout packages.

Advisorbox is a resource for advisors focusing on retail, middle-market and institutional clientele, and Advisorbox serves both: advisors with a portable book of business as well as advisors not currently managing assets.

Advisorbox has career options for the following advisors (with or without a book):

  • Financial Advisors (registered reps)
  • Investment Advisors
  • Registered Investment Advisors
  • Insurance Advisors
  • New Advisors (trainees)

Employment and Independent opportunities for advisors include:

  • Wirehouse
  • Fee Only RIA
  • Hybrid RIA
  • Independent Broker Dealer
  • National and Regional Broker Dealers
  • Banks
  • Boutiques
  • Insurance Firms
  • Multi-Family Offices
  • Online Brokerages
  • Custodians and Clearing Firms
  • Asset Management Firms
  • Wealth Management Firms

Advisorbox provides multiple solutions for advisors in all career stages. Whether you are actively seeking new career options or are just curious about the current recruiting environment, call an Advisorbox consultant today.