Opportunities for New Advisors within the Profession
Zeller Kern is a well-established, independent, credentialed, fee-for-service wealth advisement firm, with an excellent reputation. We are a firm that is client-centric, with a wide variety of planning capabilities and investment management.
We provide support, encouragement, and the culture, to expand your knowledge, skills, and experience, as you build your business.
We are currently seeking growing professionals who are credentialed as a CERTIFIED FINACIAL PLANNER™ professional, interested in joining a growing firm, desire to contribute to our success as a team member, and excel as a premier advisor.
We offer many benefits to a potential advisor such as:
A robust and centralized investment platform that includes traditional strategic allocation portfolios, as well as tactical portfolios that offer attractive upside performance and provides downside protection.
State-of-the-art technology and client service platforms.
A culture that is value driven and close with our clientele.
Support for servicing your clients that is backed by our highly capable and experienced operational staff.
Planning services that are unique to the profession giving you great differentiation and positioning in the marketplace to grow your business.
A culture that provides encouragement to increase your knowledge, skill sets and professionalism.
If you are an advisor that sees this as a potential fit, we would enjoy and appreciate the opportunity to have a discussion and explore the possibilities with you.
Currently, we are looking for advisors with an established book of business that have a $15MM - $30MM AUM, and is predominantly fee structured or completely fee structured.