Regatta Research & Money Management family is looking for fee-only Financial Advisors to join one of the one of the fastest growing and nationally recognized RIAs in the country as we expand our presence through the nation.
As a Financial Advisor you will provide your clients with client first, fee-only financial planning and wealth management services as well as become involved in the launch of your very own Regatta Research office in your own city.
Financial Advisors at Regatta also have the option to provide our in house research and portfolio management services to CPA firms, institutions, and other RIAs in order to build your book of business.
For a complete description of the extremely attractive compensation package and list of services that Regatta Research offers to Financial Advisors who join our team, please click here. Provide a link to Regatta for Advisors. You can also click 20 Reasons Why Regatta Research Should Be Your Home.
Qualifications for Employment as a Regatta Financial Advisor
Regatta Research looks for certain "markers" that indicate a high probability of success with our firm.
Regatta Research requires a minimum of 5 million in transferable assets under management to Regatta Research. Experienced advisors with advanced degrees are preferred, but not required.
Required documentation includes:
E-mail your Resume to: careers@regattaresearch.com
The strictest standard of confidentially is applied to all communications.
REGATTA RESEARCH IS AN EQUAL OPPORTUNITY EMPLOYER