Join an independent wealth management practice to provide macroeconomic financial planning, asset-protection, retirement income, and estate solutions. Expand regional client networks via CPA alliances, deliver high-touch relationship management, and grow a practice with back-office support and mentorship.

Join a wealth management practice with a structured classroom-to-field training program. Learn licensing, client discovery, financial planning, and use advanced modeling tools to design protection-first solutions while building a local advisory business with mentor support and back-office resources.

Support senior advisors by analyzing client data and building macroeconomic financial models; participate in client meetings, handle administrative follow-ups and case implementation, manage day-to-day client inquiries, and help with local business development and educational events.