Coliseum Wealth Management is an entrepreneurial financial planning firm focused on growth. We are actively seeking new financial advisors with a proven record of success to join our team. Advisors must be licensed, come to the team with an existing client base and share our commitment to excellent client service.
Why Join Coliseum?
- Collaborative, growth-oriented, motivated environment that inspires and supports your ability to grow your practice your way. Whether you focus on high net worth individuals or small business retirement plans, or want to grow your client base through referrals or dinner seminars, we are here to support your efforts and maximize your upside potential.
- Established systems and processes for financial planning and asset management, including technology and workflows that make client service easier and more engaging. We believe advisors’ time is better spent working with clients and growing their practices than on cumbersome paperwork and follow-up. We enable advisors to focus on generating revenue, growing their businesses and the activities most rewarding to them.
Qualified, dedicated support staff that understands the personal nature of financial planning and the time-sensitive nature of the business. Our team is focused on supporting both advisors’ and clients’ needs with attention to detail and a positive attitude.
- Experience supporting retiring advisors. We value your legacy and recognize the concerns around finding the right fit to take over client relationships you’ve spent years developing. We enable advisors to exit their practice in a manner and timeframe that’s comfortable for them and provides clients with confidence in their new advisor.
Intrigued? Excited? We’d love to learn more about your goals, your vision and your practice. Please contact Scott to start a conversation.