Building On Success. Let’s Talk About your Career!
You are experienced with a successful track record but you aren’t sure if your current path is right for you and your family’s future? If your goals include taking it to the next level, making more money, attracting larger clients and developing a succession plan, we should talk.
Today, individuals and businesses are relying on professional advisors to navigate the complexity of Wealth Management. In fact, we anticipate significant growth within the industry as investors look for professional advisors to help them make better decisions with their money. In particular, advisors who provide strategic solutions will benefit from the growing needs of transitional wealth, retirees, business owners and professionals.
OmniStar Financial Group, a Registered Investment Advisor, is seeking experienced advisors possessing a strong planning background with a focus on high level client relationships. Our firm is dedicated to serving its clients by providing comprehensive wealth management and sophisticated money management through our Asset Allocated Managed Portfolios (AAMP™) program. With more than two decades of experience, OmniStar embraces a fee-based platform which promotes client/advisor alignment.
FINANCIAL PLANNERS and WEALTH ADVISORS
If you are an experienced advisor with a strong planning background and desire to provide fee-based planning and turn-key investment services, we should talk. As an advisor representative, you can enjoy greater career success than you ever thought possible — in house training and marketing programs can provide an endless stream of qualified prospects. OmniStar provides a system of comprehensive services, technology and support to take your practice to the next level. Our investment management program affords your clients access to individual equity portfolios starting at $150,000.
Experienced Advisors face uncertainty when it comes to succession planning and maintaining the value of their hard earned business. For those concerned with exit strategies, there is no time like the present to begin working towards a smooth transition. Whether you wish to reduce your activity or retire, we can deliver a lucrative buy-out program that allows advisors to build their business with confidence. Whether you become disabled, reach retirement or pass away, you and your family are protected.
WHAT OMNISTAR PROVIDES
OmniStar Financial Group will provide extensive training and support to ensure your success. Our training program delivers an up close look at some of the most successful techniques and strategies for almost any type of client. A team of highly trained administrative support allows you to focus on building your business through specialized marketing and client retention. Depending on your circumstances, Planning Assistants in your current practice will be considered during your transition; hiring assistants will be based on current assets under management and/or production expectations. From exceptional client experiences to our robust technology, your focus is simple: building your business.
If you are interested in reaching your highest level of success, please send your resume to: firstname.lastname@example.org