Under the leadership of Robert D. Barboni, LUTCF, CFP®, Evershore Financial Group is a full-service financial firm offering a variety of products and services from many of the strongest and most respected companies in the industry. Evershore Financial Group specializes in offering comprehensive wealth management tailored to the unique needs of individuals and business owners. The firm is headquartered in Boca Raton and has additional office locations in Orlando and Palm Beach Gardens, Florida.
As an independent firm, we are able to provide clients with sound, comprehensive financial solutions unique to their situations. Our services include but are not limited to; investment products and strategies, retirement preparation, protection strategies, financial planning and estate planning. Our mission is to provide each client the customized financial solution and attention they deserve. Our vision is to be recognized and respected as a premier household name among our clients and their communities.
Become an Advisor with Evershore:
At Evershore Financial Group, we have distinguished ourselves by doing business differently than conventional financial firms. As a part of our firm, we offer a wide array of quality financial and insurance products and services. We are a group of interdependent associates with a strong culture fostered by mentoring and joint work. We believe in an abundance mentality-we all earn more and can be more successful working together than on our own. We are committed to and celebrate the success of our associates and firm as a whole.
Our broker-dealer, Securian Financial Services, ranks as a top 20 firm with Pershing LLC, our custody and clearing services provider.
Our broker dealer provides us with:
· Experienced financial planning resource center
· Access to an investment resource group
· Dedicated operational transition support
· Advisor focused compliance support
Our alignment with Securian Financial Network allows us to be independently owned and operated while providing you with the support and training of a well established financial services company.
The Securian Financial Network, the marketing name for the sales and distribution arm of Securian Financial Group, Inc., its subsidiaries and affiliates, is a nationwide network of financial services firms. Products and services are offered and sold only by appropriately licensed entities and financial representatives.
What we offer:
We cater to each individual and will customize a package based on experience.
For Experienced Advisors:
High-end office space
Benefits (i.e, 401k with a 4% match, subsidized medical, dental, vision, & Group Life &Disability, errors and omissions insurance)
Structured & dedicated transition support
Customized marketing with support from local marketing department
Access to hundreds of selling agreements
Potential profit sharing
Domestic and international recognition trips
Annual company trip
For Inexperienced or Career Changers:
Our Advisor Development Program is highly selective. We use a multiple step process to identify bright and motivated candidates. Over the course of the program, you’ll receive the capital you need to get your business up and running. Our start-up package is above and beyond any commission and fees you generate, and it consists of three stages- Pre-apprenticeship, Apprenticeship and Residency.
8 week- pre-apprenticeship phase (Obtain 2-15, Series 7)
6 month apprenticeship (obtain series 66)
& a 48 month Residency
Benefits (i.e., 401k with a 4% match, subsidized medical, dental, vision, disability,)
Customized marketing support
Who we are seeking:
Someone with a proven track record of success and leadership
Highly goal oriented and independent
Someone with a passion for making a difference in people’s lives
Belief in financial products and services
Sales and client service oriented
Ability to be coached
An entrepreneur who takes pride in his or her work
Must have a college degree or equivalent work history
Preferred (but not required)
Prior sales success or career success
Solid understanding of the financial planning process and needs analysis
Series 7, 66 licensed
Becoming a Financial Advisor at Evershore is not just another job, its’ a rewarding, lifelong career.
If you are interested in hearing more about this career or about Evershore Financial Group, please forward your resume to [Click Here to Email Your Resumé] and visit our website www.evershore.com.
Evershore Financial Group offers securities and investment advisory services through Securian Financial Services, Inc., Member FINRA/SIPC. Evershore Financial Group is independently owned and operated.
DOFU 01/2012 440048
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