Partnervest Seeks Independent Financial Advisors for Growing National Firm
Partnervest Financial Group LLC is actively recruiting financial professionals whose business focuses on, or has the desire to transition to, a primarily fee based practice. Partnervest is a full service Broker-Dealer, member NASD/SIPC, a SEC registered RIA, General Insurance Agency and Technology consulting company. Partnervest, founded in 2001, has grown to a network of over 80 financial professionals across the country.
As a firm that truly understands and values the meaning of the word 'partner', we have set ourselves apart by offering:
- Equity Ownership Opportunity: When you qualify to join Partnervest, you will participate in a diversified, stable and profitable revenue model.
- Exit and transition programs: Partnervest will take an active role, by either offering to purchase your practice or assist in locating a qualified buyer; structuring a pricing model negotiating the terms, and overseeing the transition process.
- Advanced Advice Services: When you join Partnervest, you have access to a highly trained network of consultants and professionals ready to resolve your most complex issues. We offer In-house CPAs, ERISA, and Estate planning attorneys, employee benefits specialists, and real estate expertise.
- Highly customized services tailored for your business objectives: Please review our customized offering at the In House Outsourced Solution page.
- Internet-based web applications: 24-hour advisor and client access online.
Partnervest Financial Group, headquartered in Santa Barbara, California is committed to seeing your business thrive. We make it simple for you to focus on increasing your profits and attracting new clients. When an advisor leverages the strength of our vast network of resources, they can offer their clients the most flexible service programs with the freedom to decide which products, services and platforms to use. As a part of our value, we will customize our back office services around your financial planning practice.
Our transition process is smooth and efficient. We have developed the procedures to ensure that your business doesn't miss a beat while transitioning Broker-Dealers, RIAs, or insurance agencies. We are powered by creative thinking and the entrepreneurial spirit: at Partnervest we honor the true definition of the word 'partner.'
If you would like to learn more about the benefits of partnering with Partnervest, please call our Marketing Department toll free at (888) 991-9969.
