Great Opportunity for Financial Advisors
Our goal is to be in all 50 states and are seeking partners across the country. We will provide access to our clients to the right partner. We ask only the following:
Attend seminars with our local lawyer
Operate in a honest and helpful manner
Work with our local attorney to fulfill our client wealth management and financial planning needs
Refer our services in Estate Planning when the need arises
Seeking Partner Attorneys or Firm to counsel and manage estate planning for our local clientele.
Ability and willingness to present small workshops on estate planning to potential clients required.
Possess skills in Interviewing, listening and problem solving, highly desired.
Experience in estate planning and elder law issues required.
Knowledge of advanced planning strategies and asset protection, or a willingness to gain said knowledge, required.
Current openings for Partner Attorneys or Firm in following cities (must be licensed in the state):
To submit your credentials, please email: firstname.lastname@example.org