You are a financial advisor
Products, regulations, technology: the investment industry is going through profound changes. They present challenges for investment advisors. They also are superb opportunities for those who embrace change.
To satisfy your clients’ ever-increasing expectations and develop your business, you must move away from a “transactional” model and focus on your true value-added: the quality advice your clients need.
You need an organisation and a platform that will free you from your administrative burden and allow you to focus on client relationship and business development. An organisation that provides access to:
- Mutual Funds
- Exchange Traded Funds
- Private Wealth Management
- Business development support
If you wish to join a fast-growing firm that is at the forefront of developments in products, technology and business models, we’d like to hear from you!
Archer seeks partnerships with advisors/firms that fit the following profile:
- A spotless reputation
- Above average proficiency
- Well-organised and good support staff
- A good client base and a well-structured approach to advice
- Strategic vision and a desire to grow
- Ideally, experience with model portfolios and a fee-based approach