Privately owned and independent, we provide our financial advisors with the support and flexibility necessary to provide clients with the most effective investment solutions customized to their individual situation and financial needs. We understand that to empower our clients, we first need to empower our advisors. We do this by letting our advisors focus on their clients, while we handle the rest.
Our service-driven relationship model provides comprehensive operational support with a full menu of money management services and investment advisory account options, allowing advisors to focus on servicing their clients and growing their business. Join a team which provides you tools and advantages to excel!!
Some enjoyable and fulfilling aspects of the team environment at Hazlett Burt
• Enjoy full support for operations, compliance, and technology so you HAVE TIME to spend with clients
• Be rewarded financially for winning new clients, but NOT hounded about sales quotas
• Open-Architecture with access to a Diverse Menu of Investment Offerings – NO proprietary company funds
• Access to industry leading portfolio managers through our managed accounts platform
• Participate in Monthly Sales Workshops on Investment products, financial planning ideas and prospecting strategies
• Work collaboratively with colleagues sharing ideas on effective client solutions
• Your Compliance Staff sees you in the lunchroom---you are their colleagues, they help you, not harass you
• Quick decisions – between colleagues, and all the way to the senior management and board of directors
• Potential exists to partner with existing advisors and retiring advisors
Hazlett Burt’s team steers clear of:
• Pressure to push unsuitable OR proprietary products on clients
• Pressure to push Sales Goals or Client Quotas
• “Support” departments which serve THEIR interests instead of your client’s needs
• Bureaucratic emails citing new rules and restrictions to your business all the time
Is your financial firm providing you and your clients the support and investment solutions you need and deserve?
Attractive Compensation packages, especially for individuals with experience and a proven track record of providing exceptional client service. For more information please contact Jason Marsh at 800.537.8985.