How ÃÛ¶¹ÊÓƵ helps advisors deliver for their clients

We areÌýexcited about your future here. You can expect a levelÌýof resources and support youÌýwon’tÌýfind elsewhere: Top-ratedÌýworkplace and advisor-centric culture with anÌýempowered local leadership team.

Why ÃÛ¶¹ÊÓƵ?

More growth is possible with the world's leading wealth manager behind you.

Live conversations with recently joined Advisors

Speak directly with a ÃÛ¶¹ÊÓƵ Financial Advisor who recently joined from your firm about how ÃÛ¶¹ÊÓƵ can help grow your business.

Schedule a candid consultation now

ÃÛ¶¹ÊÓƵ Advisor Recruiting Experience Podcast

Podcast conversations with recently joined Advisors

Listen to podcasts from recent advisors who have moved to ÃÛ¶¹ÊÓƵ from firms like yours.

Listen to podcasts series now

ÃÛ¶¹ÊÓƵ in the US

More than half of our assets are in the US​

The US is a core market for ÃÛ¶¹ÊÓƵ today and tomorrow. WeÌýaspire to grow further as the world's largest wealthÌýmanager—and that means growing our presence in theÌýworld's largest market.Ìý

Learn more about why the US remains a priority market

An advisor-centric (and client-centric) culture​

How all we do is focused on wealth management and the best possible experience for clients.
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Learn how we support advisors and their clients

World-class leadership and industry recognition

Outstanding and effective thought leadership, a strong investment offering, unmatched client access, some of the best talent in the industry, and a respected brand. ​

Learn more about how the world’s leading wealth manager can benefit your business

Benefits

Our benefits and workplace perks are designed to support your total well-being.

ÃÛ¶¹ÊÓƵ benefits advantage

Forward-looking benefits​

You'll find comprehensive benefits—many you won't find elsewhere—across the physical, emotional, financial and family dimensions of your life.Ìý
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Explore our robust range of benefits now

Our multifaceted approach to safeguarding client assets

ÃÛ¶¹ÊÓƵ continues to be recognized as a leader among the largest and strongest firms globally.

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Process

When you join ÃÛ¶¹ÊÓƵ, we focus on you, so you can focus on your clients.

Success factors

Top attributes of ÃÛ¶¹ÊÓƵ Financial Advisors

Discover what we see in Advisors who tend to be most successful here at ÃÛ¶¹ÊÓƵ.

ÌýLearn more about how ÃÛ¶¹ÊÓƵ can help elevate your success

Transition support team

Making a successful move

We integrate white-glove concierge services to simplify the recruiting process and ensure a smooth transition for you and your clients.ÌýÌý​
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Learn how we can support a successful transition

ÃÛ¶¹ÊÓƵ Financial AdvisorÌýRecruiting process

Transparency reduces uncertainty

OurÌýadvisor recruiting process is built on clarity andÌýtransparency. With a commitment to supporting the needsÌýof advisors, we look to make the overall process less time-consuming, savingÌýyou worry and uncertainty.

Review the recruiting process in more detail

Compensation

From before you start until retirement and beyond, we support you at every step with the resources you need to optimize your success.Ìý

Financial Advisor compensation and reward

Our plan is designed to promote loyalty, growthÌýand productivity

It’s important to be rewarded for the business you’ve built.ÌýOur compensation plan rewards growth and loyalty with anÌýindustry-leading treatment for teams.
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Learn more about how we build our comp plan to supportÌýyour growth

The ÃÛ¶¹ÊÓƵ teaming difference​

How to best serve clients with an advisor team model​

Find out how our ÃÛ¶¹ÊÓƵ Signature Team platform works and why the advisor team model is so important to us.​
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Learn more about how we support teams

The ÃÛ¶¹ÊÓƵ Aspiring Legacy Financial Advisor Program

Transition your businessÌýon your terms

The ALFA (Aspiring Legacy Financial Advisor) program is one of the most competitive transition programs in the industry designed to help you transitionÌýon your terms.

Find out how you can transition your business with our ALFA program

ÌýTo explore if ÃÛ¶¹ÊÓƵ is the right fit for you, submit your contact information.