Join Our Team
Are you looking for a place to do better for your clients? InFocus Financial Advisors, Inc from an advisor’s standpoint is a service operation for Financial Advisors. One that provides the highest level or service and value to our clients. We provide operational, marketing and back-office support by an experienced team of credentialed professionals and associates. Our team of lead advisors utilizes an team office oriented approach to provide the best and most objective advice and results to our clients. We have found the team effort makes it easy to provide world class service to all our clients.
Who are we looking for?
- Advisors nearing retirement looking to transition their proactive to an advisory group.
- Advisors at national broker/dealers who would like higher payouts with the same level of office support in operations and marketing.
- Advisors with over 2 years’ experience in financial services working directly with clients with a minimum book of business.
- CFP is preferred, other designations will be considered.
- Our firm is primarily focused on working with existing and soon to be retiree’s. Experience and familiarity in working with these types of clients and decumulation phase preferred.
Let's see if your the right fit. Follow this link to submit a inquiry form to speak with our team about next steps.
We are always looking to meet talented individuals. If you are looking for a future career with InFocus, reach out to us here.