DG Dial · 10 hours ago
Financial Advisor
United States
Full-time
Remote
Senior LevelDG Dial is a Fortune 250 Financial Firm seeking experienced financial advisors looking to grow, transition, or sunset their career. The role involves providing personalized support and resources to help financial advisors expand their business and achieve their personal goals.
Staffing & Recruiting
Hiring Manager
Derek Gazal
Responsibilities
Generous transition money worth an average of 2-3x your annual reoccurring trailing 12 months of revenue (T-12)
Customized offers based on your book and your goals
Abundant marketing resources to grow your business
Individualized personal staff support to ensure client transition and client satisfaction
Top EXTERNAL practice acquisition program to expand your book of business
Bringing on a partner or developing a succession plan depending on your personal goals
Getting a valuation on your practice from a Fortune 250 Financial Firm
Qualification
Required
Experienced financial advisors
Ability to grow, transition or sunset their career
Send a brief description of their practice (T-12, AUM, current broker dealer)
Send personal goals (growing your practice or succession planning/sunsetting)
Provide 2-3 times for an introductory 15 min phone call
Benefits
Generous transition money worth an average of 2-3x your annual reoccurring trailing 12 months of revenue (T-12)
Customized offers based on your book and your goals
Abundant marketing resources to grow your business
Individualized personal staff support to ensure client transition and client satisfaction
Top EXTERNAL practice acquisition program to expand your book of business
Reputable household brand
Bringing on a partner or developing a succession plan depending on your personal goals
Getting a valuation on your practice from a Fortune 250 Financial Firm
Company
DG Dial
Staffing and Recruiting; Specializing in Financial and Insurance recruiting and Virtual Business Administrative Assistance
Founded in 2008
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase