Lead Financial Advisor

You are happy being a solo entrepreneur, you like being the lead planner with your clients, and are not necessarily interested in running a large business or building a big team.  You are focused on growing your client base until you hit your individual capacity.  From a client perspective, you are focused on enhancing your clients’ experience, providing the most value as an advisor, and growing until you reach your individual capacity.  From a business perspective work/live balance is important, you are focused on keeping expenses low, and net revenue per client is the key metric.

What IFG offers you:

• Use Innovative Financial Group brand with clients
• New Business Concierge
  
• In house continuity and succession plan through MyRemoteFA 
  
• Dedicated supervision associate
  
• Access to acquisition opportunities