Procyon
Be among the first 25 applicants
As an experienced financial advisor with existing client practice, you already know the job. Take care of your clients but you are looking for a better home to do so.
Perhaps you realize the wirehouse business model faces challenges, or maybe you are at an RIA not fulfilling its promises to help you grow, or perhaps you are a solo advisor looking for a solution for your upcoming retirement or a solo practitioner running up against too many hats. We’re glad you are considering Procyon, a firm built by advisors for advisors.
Procyon Partners is a vibrant, growing Registered Investment Advisor (RIA) firm with both individual and institutional retirement plan clients. As a wealth management platform, we currently have 50+ team members caring for more than a thousand clients and are entrusted with over $8 billion of client assets.
We have a proven history of helping new advisors grow by 50% within the first two years.
Less back office
– focus more of your time on what you do best: maintaining client relationships and developing new clients. Our financial planning, investment, client service, and business services teams will work collaboratively with you to remove non-essential tasks while you retain full control. The Procyon Way, implemented through our CRM, ensures smooth operations. More Prospects - Our dedicated FA coach will help you refine your marketing niche and provide ongoing coaching to help you reach your full potential. Our in-house marketing team and multi-pronged prospecting program will help fill your pipeline. Robust verticals
to fully serve clients include tax preparation and advice, trust services, risk management, institutional consulting for retirement plans, in-house employee benefits team, and dedicated specialists — enabling you to say YES when a client asks if you can help. Independent fiduciary
– We empower advisors to do what they do best. Our advisors fully own their legacy clients and enjoy compelling economics and growth potential. The opportunity for firm equity in a rapidly expanding enterprise is attractive for some advisors. Procyon’s mission
is to deliver deep expertise through a collaborative approach, empowering clients to focus on what matters most to them. Ideal candidates will embody our firm’s personality traits, which are: Passionate
– We show up with energy and enthusiasm every day. Driven
– We work tirelessly to achieve exceptional outcomes. Approachable
– We ensure everyone feels welcome. Candid
– We communicate openly and clearly. Caring
– We support each other and our clients. What’s Required Minimum three years of advisory experience, whether at an RIA, wirehouse, or other firm. Custody at Charles Schwab or Fidelity. Locations - Ideally located east of the Mississippi. We have several physical offices but are also open to 100% remote arrangements for the right advisor. Our larger offices are in Shelton, CT, and Melville, NY; smaller offices are in Manhattan, NY; Fulton, MD; Virginia Beach, VA; and Knoxville, TN. Next Steps Apply here, and we’ll be in touch to discuss. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales Referrals increase your chances of interviewing at Procyon by 2x. Get notified about new Financial Advisor jobs in
Boston, MA .
#J-18808-Ljbffr
– focus more of your time on what you do best: maintaining client relationships and developing new clients. Our financial planning, investment, client service, and business services teams will work collaboratively with you to remove non-essential tasks while you retain full control. The Procyon Way, implemented through our CRM, ensures smooth operations. More Prospects - Our dedicated FA coach will help you refine your marketing niche and provide ongoing coaching to help you reach your full potential. Our in-house marketing team and multi-pronged prospecting program will help fill your pipeline. Robust verticals
to fully serve clients include tax preparation and advice, trust services, risk management, institutional consulting for retirement plans, in-house employee benefits team, and dedicated specialists — enabling you to say YES when a client asks if you can help. Independent fiduciary
– We empower advisors to do what they do best. Our advisors fully own their legacy clients and enjoy compelling economics and growth potential. The opportunity for firm equity in a rapidly expanding enterprise is attractive for some advisors. Procyon’s mission
is to deliver deep expertise through a collaborative approach, empowering clients to focus on what matters most to them. Ideal candidates will embody our firm’s personality traits, which are: Passionate
– We show up with energy and enthusiasm every day. Driven
– We work tirelessly to achieve exceptional outcomes. Approachable
– We ensure everyone feels welcome. Candid
– We communicate openly and clearly. Caring
– We support each other and our clients. What’s Required Minimum three years of advisory experience, whether at an RIA, wirehouse, or other firm. Custody at Charles Schwab or Fidelity. Locations - Ideally located east of the Mississippi. We have several physical offices but are also open to 100% remote arrangements for the right advisor. Our larger offices are in Shelton, CT, and Melville, NY; smaller offices are in Manhattan, NY; Fulton, MD; Virginia Beach, VA; and Knoxville, TN. Next Steps Apply here, and we’ll be in touch to discuss. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance and Sales Referrals increase your chances of interviewing at Procyon by 2x. Get notified about new Financial Advisor jobs in
Boston, MA .
#J-18808-Ljbffr