OUR TEAM

Join Our
Team

At Strategic Wealth Partners, we pride ourselves on providing a one-stop shop for all of our clients’ wealth management needs. Doing so requires that we have the right people on our team. And we’re always looking to bring on first class advisors across the country that would benefit from aligning with the SWP Advantage.
SWP ADVANTAGE
The SWP Advantage
National Brand

Our team of highly credentialed advisors have written several books and appear regularly in the media. That gives us national recognition that will win you more business.

Human Capital

We provide access to our in-house professionals – multiple CFAs, an estate and tax planning attorney, a CPA, multiple CFPs, and an amazing operations team.

Technology

Without scale, technology can be expensive. Leveraging ours makes it more affordable. We provide access to platforms such as Orion Advisor, Morningstar, eMoney, HubSpot, RedTail CRM, and more.

Leads

Our national brand generates leads across the country. We offer advisors exclusive access to those leads within their designated territory.

Competitive
Payouts

Our payouts are among the highest in the industry and we intend to keep it that way.

  • National Brand - Our team of highly credentialed advisors have written several books and appear regularly in the media. That gives us national recognition that will win you more business.
  • Human Capital - We provide access to our in-house professionals – multiple CFAs , an estate and tax planning attorney, a CPA, multiple CFPs, and an amazing operations team.
  • Technology - Without scale, technology can be expensive. Leveraging ours makes it more affordable. We provide access to platforms such as Orion Advisor, Morningstar, eMoney, HubSpot, RedTail CRM, and more.
  • Leads - Our national brand generates leads across the country. We offer advisors exclusive access to those leads within their designated territory.
  • Competitive Payouts - Our payouts are amongth the highest in the industry and we intend to keep it that way.
SWP ADVANTAGE
The SWP Advantage
National Brand

Our team of highly credentialed advisors have written several books and appear regularly in the media. That gives us national recognition that will win you more business.

Human Capital

We provide access to our in-house professionals – multiple CFAs, an estate and tax planning attorney, a CPA, multiple CFPs, and an amazing operations team.

Technology

Without scale, technology can be expensive. Leveraging ours makes it more affordable. We provide access to platforms such as Orion Advisor, Morningstar, eMoney, HubSpot, RedTail CRM, and more.

Leads

Our national brand generates leads across the country. We offer advisors exclusive access to those leads within their designated territory.

Competitive Payouts

Our payouts are among the highest in the industry and we intend to keep it that way.

CONTACT US
Get In Touch
The ideal advisor joining our team would be ethical and results-driven while managing a book of at least $25M.

To set up a 30-minute discovery call to see if you and SWP might be a fit, please fill out the form and we’ll be in touch shortly!

Thanks for considering Strategic Wealth Partners!
Contact Us