If you are an experienced advisor looking for a new home, Potomac Financial Private Client Group, LLC may have a place for you.
At Potomac Financial Private Client Group, LLC we have been proud to serve our clients since 2005. We practice a customer-focused approach to financial services, helping craft solutions for each client’s unique situation. We offer a wide array of financial strategies and products for individuals, families, corporations, business owners, and not-for-profit firms to help them grow and protect their assets. We take pride in our high-energy and highly efficient way of doing business and appreciate our well-trained and committed staff. We believe that our advisors are the best in the business, having more than a half century of experience, receiving industry awards and recognition, and having received additional credentialing and training, including: CFP®’s, CPA, CRPS, and AIF®. Our advisors provide outstanding advice to more than 375 households and nearly $300 million of client assets. A qualified candidate would need to have an impeccable compliance record, be self-motivated, and work well in a team environment. He/she should be energetic, friendly, and pay a great attention to detail. They must be Series 7, 66 (or 65 and 63 licensed), and insurance licensed and enjoy managing client relationships.
If you are growing beyond the confines of an insurance or investment-based broker dealer or even considering retirement in a few years and looking for a way to transition your business, we’d like to talk to you in complete confidence about the possibilities. Please contact Joe Lamoglia, firstname.lastname@example.org.