ARE YOU AN EXPERIENCED FINANCIAL PLANNER?
We are looking to add experienced financial planning partners to our team!
We are interested in speaking to Financial Planners who are looking for help around:
- Succession planning
- Gaining operational and technology efficiencies
- Growing or sustaining growth of their practice.
- Compliance and regulatory environment.
- Are willing to introduce behavioral finance and financial psychology into their practice to help their Clients understand their views of money and then assist them through the transformation of their financial lives, Resulting in stronger and long-term Client relations.
- Are Client centric.
- Are excited about joining an existing team.
- Want to educate and consult Clients.
- Are looking to have a back office support team to service their Clients’ accounts, create investment proposals, data entry etc.
We offer a complete suite of technology and back office support to allow planners to focus on their Clients.
Our support includes:
- Succession Plan
- Back Office Operations (Proposal Generation, Account Opening, Money Movement, Fee Processing, Data input)
- Client Relationship Management Software
- Portfolio Accounting & Performance Reporting
- Investment Management
- Marketing & Branding
- Ongoing Education and the introduction to Financial Psychology and Behavioral Finance Practices
- Ongoing Coaching and Support
We believe we are best suited to help financial planning practices who are:
- 1-5 employees
- $20MM-$150MM AUM
- Fee Only or moving in that direction.
- Financial Planning focused who view asset management as a tool to help Clients reach their financial goals.
If this sounds like you, we would welcome the opportunity to learn more about your business and review how joining OCCAM may benefit your business and your Clients.
Please contact us at 866-520-4985 ext 105.