- RIA Only
Jervey Genesis Solutions
2601 Annand Dr Unit 12
Wilmington, DE 19808
Total Advisors: 1
Just as seasons change throughout the year, the seasons of life are constantly changing. Each new season in our life, career, health, and family requires a plan to ensure our goals are still on track to be accomplished. As a partner of Genesis, our clients benefit from our commitment to provide a 360 degree plan that takes into account their needs, wants and wishes; and attempts to provide financial solutions for every season of their life, beyond what they have to invest. Our life centered approach ensures the highest level of objectivity.
We are most interested in:
- Joining our Practice (1099, W2, Both)
- Expanding their offering
An advisor with the following background:
5 plus years of experience. Sound financial planning knowledge. Is or is interested in acquiring the CFP.
- An advisor located within 5 to 100 miles from our office location.
- An advisor with $10M to $40M assets under management.
- We are open to expansion into the following regions:
- Financial Planning
- Investment Management
- Income Planning
- In-House Portfolios
- DIY Portfolios
- CRM: Salesforce
- Financial Planning: Money Guide Pro
- Trading Platform: Orion
- Performance Reporting: Orion
- Client Portal: Orion Integrated with Money Guide Pro
- Advisor Compensation: AdvisorBOB
- Charles Schwab