Job Description
Sage Rutty is looking to strategically expand with the “right fit” advisors.
What is the “right fit”?
Our advisors are entrepreneurs. They are confident in their own abilities to serve their clients. They are the top of the bell curve in service, ethics, and results in the advisor industry. They want freedom from bureaucracy and red tape. They are tired of being managed into a one-size-fits-all corporate model. They want to run their own practice.
Specifically, they are:
- Client focused; motivated by results; want more options in their services
- Holistic in service; fee-based business or the desire to convert to fee-based business
- Interested in partnering with their firm to grow by buying books and/or gaining strategic business mentors
- Looking for a higher pay out for all accounts (no minimums) without having small business headaches
- $200-500k+ in annual production
- Desire to balance work, family, and community
- Commitment to ethical practices
What can “right fit” advisors expect?
We believe high performing advisors don't need to be told what to do. These are your clients, your business.
No proprietary products. No required sales. Do what's best for your own practice. You have your own opinions on what works; we believe you. And as long as our ethics align, we support it.
Compensation is based on commission/production.
What do “right fit” advisors gain?
Complete Sage Rutty support in practice growth, professional development, big firm technology and money managers, expertly coordinated firm transition, and a work place culture that has won numerous awards and accolades – plus a leading commission pay out and opportunity for equity ownership.
What’s the next step?
Our reputation has been built on integrity, traditional values and partnerships. If that speaks to you, apply with a resume or contact Trevor Holly, President directly at 585.512.2309 ([email protected]) to discuss our supported independence model.