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.

  1. 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.
  2. Human Capital. We provide access to our in-house professionals – multiple CFAs managing in-house equity portfolios, an estate and tax planning attorney, a CPA that analyzes tax strategies, multiple CFPs that build financial plans, and an amazing operations team.
  3. Technology. Without scale, technology can be extremely expensive. Leveraging ours makes it much more affordable. Examples of our technology platforms that we provide access to are Orion Advisor, Morningstar, eMoney, HubSpot, RedTail CRM, and much more.
  4. Leads. Our national brand consistently generates leads across the country. We offer advisors exclusive access to those leads within their designated territory.
  5. Competitive Payouts. Our payouts are amongst the highest in the industry and we intend to keep it that way.

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 below and we’ll be in touch shortly!

Thanks for considering Strategic Wealth Partners!