Thinking about making becoming an independent advisor or making a change from your current Broker/Dealer but are concerned about having to cover all of the expenses on your own on top of having to find office space and build out the infrastructure? We are offering you a rare opportunity to make that transition as easy and worry free as possible.
We are Integrity Wealth Services and we are looking for the right person to join our firm. Is it you? We are housed with our partner firm, Integrity Taxes and Accounting. That’s right, in house CPA’s that will allow you to offer your clients one of the cornerstones of wealth management, tax planning. We are also currently seeking an in house Estate Planning Attorney to complete the trifecta of true Wealth Management. We have class A office space in prestigious Franklin Square in west Knoxville with a Kingston Pike address that has plenty of parking right out front to make it very convenient for your clients. We have all the infrastructure you could ever want. A furnished office, receptionists, phones, internet, shred services, utilities, a kitchen and even a dedicated IT person. We also have a large conference room with a TV to use for client presentations. All of this is included in your rent, which would be significantly less than what you would have to pay if you tried to do this on your own. On top of all of that, you will also be added to our website that we have spent a significant amount of time and money on as well as our extensive social media marketing. We have built a brand that truly offers value to our clients and you will get to be a part of that brand. We may also be able to help with initial costs as you get established. Believe me when I say, this is an amazing opportunity.
Integrity Wealth Services has established a very good reputation because we always put our clients first. We would require you do the same. We would also require a clean U4. We would also require you to join Woodbury Financial Services, Inc. We have been associated with Woodbury since 2001. That should tell you something, especially in this industry.
Being independent means that you own your business and your book of business. It means that your income is solely determined by you. You will never have a better opportunity to become an independent advisor.
If you are interested, please send your resume to info@iws.one. During our interview we will discuss our process, compensation grids and other incentives. We look forward to hearing from you.