Are You Passionate about Your Clients? Join Our Team
The Advantage of Independence
The financial industry is undergoing an unprecedented period of change, and Southbridge Advisors is at the forefront helping shape improvements in investment research, technology and personalized client service. As we grow, we are always looking for like-minded advisors to join our team.
We are an Atlanta based RIA firm seeking to expand our presence in the southeast. Our advisors share a common belief in independence and the desire to provide personalized quality advice. We are seeking solo advisors or small teams with 3+ years of experience. Advisors should be active in either personal high-net worth markets, middle income markets, or corporate retirement plan markets.
You will benefit from the shared intellectual capital of our team and best-in-class resources, enhancing your ability to successfully serve your clients and grow your business. Southbridge Advisors handles most of the regulatory and compliance obligations, and offers members more flexibility and better compensation structures than typical corporate relationships. Benefits include:
- Established reputation and integrity
- Asset management services
- Custodian choice
- Full technology suite
- Business development support
- Industry leading 401k and retirement plan fiduciary services
If you or your firm shares our client-focused mission and values, please call Jerry Sniderman, Managing Partner, on 770-436-4097 x.108 today. Or email him at firstname.lastname@example.org