Join Our Team
Join Our Team
Join Our Team of Financial Advisors
"Teamwork begins by building trust. And the only way to do that is to overcome our need for invulnerability."
– Patrick Lencioni
Why partner with Avaii?
- Competitive payouts and low fees
- Support – from on-boarding with ease to a team to help streamline your business as you see fit
- Technology packages focused on efficiency and ease of interaction for you and your clients
- The ability to be independent in a boutique advisory firm setting with a strong culture
- Client focused events to bring additional value to your clients
- Transition assistance
- Turnkey investment portfolio management availability
- Succession planning
What’s important to us?
- Clear compliance history and ethical background
- $20 million or more assets under management
- Fee-based only - no new commission based business
- altruistic: adjective
- al·tru·is·tic | \ ˌal-trü-ˈis-tik \
- Definition of altruistic: relating to or given to altruism; having or showing an unselfish concern for the welfare of others; altruistic acts/motives
- Synonyms: unselfish · selfless · self-sacrificing · self-denying · considerate · compassionate · kind · decent · noble · public-spirited · generous · magnanimous · ungrudging
In Summary, you’ve been in the game a while, your clients trust and respect you, and winning looks like doing what is right for your clients - always. You play well with others and welcome new insights to help make your work better. Whether you’ve got a long career ahead of you, or you are winding down and looking to place your clients into the hands of a capable, thriving, fun, and genuine team, let’s talk.
Our culture is something we take very seriously; it is what guides us in everything we do. We are joyful, grateful, and transparent. We commit to a spirit of excellence in all aspects of our firm: branding, reputation, office space, and most importantly, client experience. As a fiduciary company, we are client-centered and built to last. If these traits sound like a good fit, reach out to see what we can do for you and your clients!