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Experienced Financial Advisor

At Basepoint Wealth, a team of high quality, professional advisors is at the core of the client relationship.  We are always on the look-out for experienced professionals who are seeking a "better way" of doing business for their clients.

An experienced advisor is one who has been in the role of advising clients on investments, insurance, taxes, or general planning for at least 5 years and who maintains an active client base at their present employer.  We are specifically seeking experienced advisors in the following three categories:

Late-Career / Succession-Seeking Advisors

  • Seeking a succession plan for their existing practice
  • Desire to retire with confidence that clients are in the hands of experienced professionals doing business the "right way"
  • Assistance with transitioning a practice while maximizing value
  • CFP® (or similar) professional designation desired but not required for advisors with less than 3 years to retirement

Motivated Mid-Career Advisors

  • Plug into a team of experts while focusing time and energy on high-growth / more enjoyable aspects of client relationships
  • Opportunity for succession-driven growth and firm equity
  • Looking to transition to a fee-only business model
  • $50M+ AUM or equivalent planning client base
  • CFP® (or similar) professional designation desired, or willingness to obtain within 3 years of employment

G2 / Next-Gen Advisors

  • Seeking opportunities to grow professionally in a collaborative team environment
  • Build a sustainable client base focused on high quality client service
  • Benefit from a forward-leaning next-generation firm leveraging the best in technology to support clients, advisors, and the team

That’s the high-level overview, but you might want to know more specifics…

Basepoint Wealth advisors receive:

  • Full benefits package including 401(k) retirement plan, insurance, and more
  • Competitive compensation based upon true gross revenues (no hidden haircuts, administrative charges, etc.)
  • Equity ownership opportunities for qualified candidates
  • Access to industry-leading custodians for handling client assets via a true open-architecture platform
  • Robust technology platform allowing advisors to meet their clients when and how they want
  • Comprehensive platform of fee-only compatible investment, insurance, annuity and other products to support a wide array of client needs
  • An experienced team to support your practice before, during and after your transition
  • Internal options for succession planning for an advisors practice

Does this sound interesting to you?

  • Contact Landis Wiley, Managing Partner of Business Development
  • landis.wiley@basepointwealth.com
  • (319) 826-1898
  • Learn more:  www.basepointadvisors.com