The Goliath Group

Greenville, NC
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                                         About Firm/Office

Great office located in Greenville, NC

Affiliation with 25+year old Independent broker dealer.  Over 1000 reps nationwide. 

One of the fastest growing OSJ's at broker dealer.  Currently ranked in the top 5% of 160 OSJ offices with over 30 reps. 

This group offers transition support, marketing assistance, compliance review, advertising support, client design and office site selection support.

Access to estate planning attorneys, CPA's, trust officers and insurance professionals who are all part of the team.

Clearing available through Pershing, NFS and Fidelity Prime.

Payout updated daily and paid out forty eight times a year.

Abilty to do Insurance and IAR business.

                                         Ideal Candidate

Looking for two experienced reps.

Able to work independently and as part of a larger multi state team.  Ability to work with colleagues as a wealth mangement strategy work along side of estate planning attorneys, CPA's, trust officers and insurance professionals who are all part of the team.

Minimum production required:  $125,000/year.

Minimum AUM required: $10,000,000.

Payout range: 55-90%

Transition assistance available 

Each rep owns their book of business

For more information call 866-485-2790 or click here Contact Us