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 individuals as well as institutional retirement plans as clients. As a wealth management platform, we currently have 50+ people caring for more than a thousand clients and are entrusted with over $8 billion dollars of client wealth.
We have demonstrated a history of helping new advisors grow by 50% in the first two years.
Less back office – focus more of your time on what you do best -maintaining your 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 from your plate while you retain full control. The Procyon Way implemented through our CRM makes operations run smoothly.
More Prospects - our dedicated FA coach will help you fine tune your marketing niche and provide ongoing coaching to help you reach your full potential. Out in house marketing team and multi-pronged prospecting program will help fill your pipeline.
Robust verticals to fully serve clients- tax preparation and advice, trust services, risk management, institutional consulting to retirement plans, inhouse employee benefits team, and dedicated specialists all allow you to say YES when a client asks if you can help.
Independent fiduciary - we’re built for advisors to do what they do best. Our advisors fully own their legacy clients and compelling economics, and growth make sense. The potential for firm equity in a rapidly growing enterprise is attractive for some advisors.
Procyon’s mission is to deliver deep expertise through a collaborative approach, empowering clients to focus on what is most important to them. Ideal candidates will reflect our firm’s personality traits, which are:
Passionate – We show up with energy & enthusiasm every day.
Driven – We work tirelessly to achieve exceptional outcomes.
Approachable – We always make sure people feel welcome.
Candid – We tell it like it is in language you will understand.
Caring – We have your back.
What’s Required
§ Minimum Three years advisory experience. Could be an RIA, Wire house or other firm.
§ Clean compliance history
§ Existing client practice you can transition
§ Related professional certification(s) a plus - CFP etc.
§ Custody at Charles Schwab or Fidelity
Locations - ideally located east of the Mississippi. We have several existing physical offices but 100% remote is acceptable for the right advisor. We currently have two larger offices in Shelton CT and Melville NY and smaller offices in Manhattan NY, Fulton MD, Virginia Beach VA, and Knoxville TN.
Next Steps
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