OPEN CAREERS:
CLIENT RELATIONSHIP MANAGER
Join our team in this fun, fast-paced service position. You'll get to know the families we serve as friends, helping them with day to day questions, any needed items for their financial plans and assist them with any service issues that may arise. This is not a licensed sales position, rather it's a chance to be the point of first contact for a group of the families we serve. Currently hiring for 1, possibly 2 positions as of July 2023. Interested? Send Chad Nehring a confidential e-mail and let's chat!
EXISTING ADVISORS - LOOKING TO ADVANCE?
Looking to partner with a progressive financial planning and investment advisory practice? We are always interested in talking to motivated individuals that share our mission and core values. Ideally we are seeking experienced planners with their own book of business that are interested in partnering with an established practice with a known brand, integrated processes and intelligent support…while at the same time maintaining their independence. If this sounds like you, let’s talk in confidence! Please contact Chad Nehring at the firm or send an email to Chad..
EXISTING ADVISORS - LOOKING TO TRANSITION OUT?
We are seeking to acquire Fox River Valley based financial planning firms or books of business. If you are a successful financial advisor and are thinking about transitioning your business, winding down your practice, or trying other opportunities, let's talk! We can be competitive in structuring a deal and can work to ensure your clients are treated with a high level of service, care and respect, as you would want them to be. Please email your contact information and details in confidence to Chad Nehring at chad@ontrackadvisor.com I look forward to talking with you.