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We are looking for advisors who put their clients first and have a passion for financial planning. Changes in the well-established cultures at some big-name firms may have left you disillusioned. Or, perhaps you are looking to retire in the next few years and want to leave your clients in good hands.

That is why now may be the time to take advantage of what WealthPlan Partner has to offer. You will have both the benefits of independence and the comprehensive support of a premier independent broker-dealer. We give you the resources you need and the freedom to do what you do best - partner with your clients.

  • Award-winning technology to manage, guide and grow your business
  • A wide variety of products – with NO mandates to sell a particular product
  • Large-firm resources with a small-firm feel: high-quality service and support built upon relationships
  • Coaching programs with a proven history of producing results for advisors
  • Seamless transition processing
  • Sales support, including an Internal Sales Desk and Advanced Sales and Qualified Plans Team
  • A state-of-the-art advisory platform featuring an integrated infrastructure and multiple investment solutions

And when it comes to compensation, it is this simple - you keep more of what you earn.

Let's Talk

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