Careers

For additional available positions, please visit www.searcyfinancial.com

 

Intern 

Are you looking for a better understanding of the roles, responsibilities and functions within an independent RIA firm?

 

An internship with the Searcy group of companies exposes students to a broad range of responsibilities.  You will be trained on both the "why" and "how" of firm operations, before carrying out these responsibilities which may include new client set-up, set-up and maintenance of financial plans, ongoing account maintenance and client service requests, investment research and reporting, and supporting firm-level initiatives.  We pride ourselves on being a strength-based firm, so personal development and mentoring will be a good portion of the internship experience.  You will also learn the requirements necessary for future positions and career paths within the firm.

 

Note: Full-time positions are limited and in high demand, so dress to impress and put your best foot forward during your time as an intern.

 

If you are interested in an internship position, click the link below and complete each step of the application process: https://ciims.cindexinc.com/job/e3871e

 

 

 

VP of Next Gen Business Development

The average account size of the nation’s 2.18 Million investors under the age of 50 is $1.6 Million. That number is expected to grow exponentially as younger generations continue growing their wealth and inherit assets from their parents and grandparents. Yet only 7% of Gen X and 4% of Millennials are utilizing the services of a Registered Investment Advisor, leaving a very large untapped marketing opportunity.*

 

For the intensely motivated and driven professional who:

  • believes that outcome is directly proportionate to effort, and
  • has the highest degree of integrity and ethics.

 

Your ability to roll up your sleeves and do what it takes to close private client business will pave the way to unparalleled career growth and will ensure your financial success in our highly competitive and uncapped compensation structure. The VP of Next Gen Business Development is assertive, competitive, and strong willed, with a sense of urgency. You should be able to embrace sales objectives and aim for exceeding sales metrics goals by having an established demonstrable sales and planning process.

 

The firm is dynamic in its approach to day to day operations supporting the efforts of the VP of Next Gen Business Development. Ongoing relationship management, marketing and communications, technology, investment management and financial planning support are provided by a highly competent back-office, management, and advisory team. Your responsibility is to generate new business opportunities and to support revenue and profitability goals through the process of prospecting, lead generation and closure of sales. This individual will develop and maintain a high-level understanding of the solutions offered by Allos Investment Advisors and collaborate with the internal team to prepare proposals and presentations to close business and further the relationships.

 

Candidates should have a Bachelor’s degree and a minimum of 3 years of experience in Financial Services sales OR 3 years of B2Cprofessional sales experience. FINRA Series 65 licensingis preferred.

 

Those interested should click the link below and complete each step of the application process:
https://ciims.cindexinc.com/job/e3871e

 

Allos Investment Advisors, LLC enforces a strict no smoking policy both at work and after hours. Please do not apply for this position if you will not abide by this policy.

 

*Sources: The Cerulli Report: 2013 U.S. Retail Investor Product Use
Spectrum: High Net Worth Millenials, A Spectrum Perspective, 2013

 

 

Breakaway Brokers

Are you thinking about leaving your brokerage firm and going independent?

 

The financial commitment and regulatory requirements could be a roadblock for advisors who want to stay focused on client relationships and business development. Joining Allos Investment Advisors, LLC may be a perfect solution. We have the infrastructure in place and are able to provide compliance, back office support and the technology that is critical to success. Not all advisors will be a good fit for our organization or culture, but we are open to discussions. Please contact us if you are interested in exploring this opportunity.

 

 

 

Succession & Continuity Planning For Investment Advisors

Are you looking to build a continuity plan for your business or to build a succession plan for your practice?

 

According to industry research, the average age of wealth managers has crept past 55 years and yet less than 10% of advisors have succession plans in place. Failure to adequately plan can lead to disruption in client service, irreparable damage to the business reputation, and vulnerability of your spouse, children and other dependents. A continuity plan protects the interests of the firm in the event of a catastrophe while a succession plan provides for the future of the firm, such as an owner’s retirement. If you don’t have an internal continuity or succession plan, we would be happy to explore how Allos Investment Advisors, LLC could be a resource for an external continuity and/or succession plan for your practice. Please contact us if you are interested in exploring this opportunity.

We are seeking proactive, analytical, take-charge individuals with a client-centric focus and experience in financial planning or wealth management.