Vacancy expired!
Do you have a small book of business and always wanted to convert to fee based asset management and financial planning. Join a small producer group available to provide training, ideas and professional guidance.
Senior Wealth Advisor has opened a branch office on Main Street in Grass Valley, he also has an office in Citrus Heights and the Folsom area. Author of two published books on financial planning with thirty eight years experience. He has various certifications and seeks to share his office, strategies and experience with advisors interested in independence, experience, a fee based system for converting from trails and commission to a Fiduciary standard and system training program to improve your future in an every changing world of competition and compliance.
Come join a small group of professionals willing to support each other and share our knowledge. We do a weekend talk show on KNCO Saturdays at noon so listen in and determine if we would be a food fit.
