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

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Located in Baton Rouge, LA, an experienced advisor is seeking a financial planning professional to service clients of an existing book of business with approximately 50 households and 25M in assets.

Advisor is offering a revenue split of 50/50 on available book, with the estimated payout rate being 50% generating approximately 200K+ in revenue (~100K for incoming advisor).  Advisor is also offering a higher, separate payout rate (Up to 80%) on any clients the prospective advisor brings to the practice and retains in transition.

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The ideal candidate would be willing to relocate to Baton Rouge; however, this is not an absolute requirement.  The existing advisor will provide support during your  transition, offer administrative help, and possibly serve as a mentor, if desired.  Incoming advisor will be offered free-rent office space, depending on negotiated payout rate for business retained and brought to the practice.

The overall practice currently generates approximately 1MM in annual revenue and manages over $100MM in assets. 

Reach out to Vantage Impact if you are interested or would like to learn more about opportunities across the country.

Download Opportunity .PDF

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