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Firm Opportunities

Explore different opportunities available for financial advisors around the country, including CPA and succession plan partnerships.

Remote Opportunity - Move Existing Book of Business + Grow with Assigned Clients

Independent firm is seeking a competent, experienced financial advisor to move their clients and take on a portion of the firm’s existing client base.

San Antonio - Advisor Opportunity to Service Existing Book of Business

Check out this team opportunity to service an existing client book of business in San Antonio, TX.

Baton Rouge/Remote - Team Opportunity to Service Existing Book of Business

Check out this team opportunity to service an existing client book of business in Baton Rouge, LA.

Aventura, FL - Opportunity for Financial Advisor to Partner with Successful CPA Firm, Large Client Base

Check out this CPA Partnership Opportunity for a financial advisor to partner with a successful CPA firm and large client base in Aventura, Florida.

Miami, FL - Succession Opportunity for Financial Advisor(s) in Brickell

Check out this succession opportunity for financial advisor(s) in the heart of downtown Miami, in the Brickell neighborhood.