Join Our Team

Who We Are Looking For

Passionate financial advisors who are:

  • Interested in taking their career to the next level with the support of a dedicated team.
  • Ready to outsource the challenges of running their own business, without sacrificing the freedom and flexibility they value.
  • W-2 Advisors, but want the freedom and flexibility of a 1099 independent advisor, but are not ready to make the transition without a team to offer support and guidance.

 

Why Join Our Team?

We offer an adaptable suite of services and support that can be personalized to fit each advisors’ personal needs while maintaining ownership of their book of business.

Join Our Team of Dedicated Professionals:

1. Our team embodies embody and believe in our 6 core values

 

Teamwork

We strive to work together to empower others.

 

Charitable

We strive to be good stewards and share our blessings with others.

 

Education

We strive to educate our clients and ourselves every day.

 

Honor

We strive to honor others by serving them.

 

Adaptable

We strive to create personalized plans with adaptable strategies for success of our clients and our team.

 

Passion

We love life, financial planning, our clients and our team! Our deep passion fuels our work and guides what we do.

2. We are looking for Advisors that adhere to the Fiduciary Oath. Financial advisors deemed fiduciaries are legally and ethically bound to put clients interests ahead of their own.

3. We believe advisors should not be directly responsible for more than 500 households.

4. We are looking for Advisors that maintain a strong compliance record and personal financial record.

 

How We Serve Our Advisors

1. Coaching

Coaching is one of the most direct and effective ways to grow as a professional. One thing we emphasize is building a team. You will feel that someone here will always have your back, support you and help you grow. You will get the accountability, personalized goal-setting, and business development coaching you need to take your business to where you want.

2. Marketing

A clear brand that tells a compelling story is an incredibly powerful tool for engaging your clients and expanding your business. Building a brand can be challenging, but when you join us, you gain access to our high-impact branding to as well as our proven experience in web, print, and social media marketing.

3. Administrative Support

An excellent support team is key to scaling your business, but, unfortunately, hiring, training, and compensating quality employees can be time-consuming and costly. That’s why we provide our advisors with fully trained assistants who empower them to serve their clients.

4. Technical Support

Knowing how to leverage current technology makes your job easier and your work more efficient. We provide our advisors with software such Right Capital, HubSpot CRM, eMoney, Envestnet, Office 365 and much more. Most importantly, use what you need – nothing more, nothing less.

5. Professional Office Space

A professional client meeting space designed with branding in mind and productive office environment is essential for advisors and their clients.

6. Transition Support

Changing your broker/dealer is a vital moment in the life of your business. We will help you with daily support and a local contact to streamline the transition between systems and processes.

 

 

HOW TO JOIN OUR TEAM

To start a conversation on how we can serve you, please contact us at sid@thurston-hall.com or call Sid Chaudhry at 617-459-6042.