Experienced Advisor Career Opportunities
Shoemaker Offers Independence with Support
We feature unique options designed specifically to help you build a better business. Shoemaker clearly stands out in several key areas.
Independent
- Benefits: limited/none for you and your employees
- Expenses include: rent, franchisee fees, association fees, and compliance supervision fees
- Payouts up to 90%
- Personnel hired at own expense
- Advisor equity
- Must create own marketing materials
- Pay for own contact management system
- Technology support at own expense
- Limited recognition
- No niche marketing available
- Partner with CPAs & attorneys on your own
- Independent platform: open architecture, fee based, insurance, or investment specific
- No succession planning
- Full spectrum of investment advisory platforms
- DBA permitted
- No ongoing training
- Potentially no local identity
- Clearing services
- Industry designations on your own
- Limited advanced strategies resources available
Independent at Shoemaker
- Subsidized Benefits: 401(k), Medical, Dental, Vision, FICA Match, Deferred Compensation, Paid Disability, Group Long Term Care, Errors & Omission
- Firm provides: office space, franchise fees, association fees, and compliance supervision fees
- Payouts between 30% and 83%*
- In-House office support: New Business Dept, Estate Planning Attorney, Marketing Dept, Investment Advisory Dept, Financial Planning Dept and Group Benefits Dept
- Advisor equity Firm Alignment and Rewards (FAR)
- Pre-approved marketing campaigns and turnkey materials
- Client contact management system provided
- Valuable technology and remote IT support
- Recognition: sales conventions, leaders conferences
- Niche marketing materials with the assistance of an in-house marketing team
- CPA and attorney alliance referral program
- Independent platform: open architecture, fee based, insurance, or investment specific
- Succession planning Transition Incentive Agreement (TIA)
- Full spectrum of investment advisory platforms
- DBA permitted
- Training including advanced programs and practice development/management
- Local identity: Memphis, Nashville, Pulaski, Savannah, TN; Newburgh, South Bend and Muncie, IN; Charleston, SC
- Clearing services through Pershing
- Tuition reimbursement for certain industry-specific designations (i.e., CFP, CLU, ChFC, AIF, LUTCF, RICP, and CPFA)
- Advanced planning team at Shoemaker Financial with CPAs and attorneys at no cost
*Payouts are dependent upon production.
