Company: Core Group
Skills: Asset Management, Financial Analyst
Experience: 10 + Years
Education: Bachelors/3-5 yr Degree
Employment Type: Full Time Salaried Employee
Location: Houston, Texas, United States

In order to apply for this position, applicants MUST meet the following criteria. If your resume does not match these criteria, you will not be able to apply for this position.

Authorized to work in: US

Core Group Resources ( is America's leading financial services recruitment company. Core Group Resources expertise is unmatched in the financial services market for executive search, staffing, and expertise identification. For more information contact us 281 347 4700. We are currently in the market for the following:


Job Title

Sun-Setting Financial Advisor


Houston, TX

Are you a Financial Advisor looking to offload most of your workload in the sunset phase of your career, but not ready to give up the work or relationships entirely? We've partnered with a reputable and successful Wealth Management Firm who has developed a program just for you.

Why Join:

You want the best for your clients. Leaving clients in the hands of inexperienced advisors could lead them to ruin. By joining this firm, you and your clients will receive first-class care and attention for generations to come.

For your efforts, you'll receive a 2.1% payout of all assets under management over 5 years in addition to a high payout percentage of the production you generate during the transition period. Over those 5 years, your relationships will be carefully managed and transferred to advisors who can carry those relationship long into the future. At the end of the 5 years, you can still maintain a small book of clients, and receive full medical and dental benefits for as long as you're with the firm.

It is a great way to transition your client relationships, get paid out for the many years of hard work, and continue to benefit from a great relationship with a reputable firm.


  • 10+ years of Financial Advising
  • Book of $100M+ Assets Under Management (must be transferrable)
  • History of integrity, responsibility, and leadership