Joining an independent firm allows you to service your clients on your terms.
In addition, you will have the opportunity to be a part of how we grow and develop our company for the next generation.
~ Nicholas Cosentino, CEO, President
Join a firm that offers independence in a collaborative environment. With a deeply supportive community, our advisors are able to focus on building their business while enjoying the benefits and backing of a larger firm.
The Perfect Fit
At Financial Foundations, we are seeking advisors who share our common vision, possess personal integrity, and have a passion for providing superior client service to help clients achieve their financial goals.
Financial Foundations strives to stay ahead of the competition when it comes to technology for you and your clients. Our office moved to a cloud-based platform, which allows secure access to all files from anywhere at anytime. Your clients will enjoy a new integrated platform that delivers an aggregation of all financial accounts under one umbrella. This allows your clients to have all their information in one location and it helps us identify product opportunities to increase client confidence and loyalty. Technology is one of many ways that Financial Foundations can provide you the tools to be the best advisor to your clients.
Do you wish you spent more of your day servicing clients and acquiring new ones, rather than ordering toner and preparing client mailings? By joining our team, you no longer need to worry about running day-to-day office logistics. We have an operations team in place to take care of all the details for you so that you can effectively use your time to focus on your clients. With established operational procedures, we take care of onboarding new employees, ordering supplies, compliance, employee relations, technology, and much more, all to create scale and capacity for our advisors so that you can focus on providing superior service to your clients.
We operate under a single philosophy: By working together we can achieve greater results. Our clearly defined sales and support responsibilities ensure everyone within our organization is in the right position. To help you focus on what you do best, we can create a team to oversee the daily needs of your clients, or, if you already have an established team, we will transition them alongside you. Our advisor teams consist of 1-2 associate advisors, an executive assistant, and the support of marketing, compliance, tax, technology, and portfolio management teams.