Atlas Advisory Group, an M Financial Group Member Firm, is seeking individuals to join our team of professionals. There are a number of choices in today’s marketplace, but for professionals interested in achieving the highest levels of success in the ultra-affluent and corporate markets, the exciting opportunities with M Member Firms stand apart:
- Access to exclusive, differentiated products and services
- Expertise and resources to support and enhance your client advocacy
- Independence to select solutions that best meet your clients’ needs
- Support from a team of professionals dedicated to enhancing your success
- Preferred relationships with the country’s most prestigious insurance carriers and investment firms
- Leading edge technology solutions designed to improve efficiency and effectiveness
- Marketing and communication support
- Opportunities to collaborate with the industry’s most successful producers
- Marketplace differentiation through our collective strength, innovation, client advocacy, and Carrier relationships
- The power of the M Brand
M Financial is recognized as the leading brand serving the ultra-affluent and corporate financial services market—with the M Brand behind you, your ability to compete for opportunities in these markets is greatly enhanced. We focus on maximizing the value of our independence, making you more competitive, more effective, and more successful.
If you’re exploring new opportunities for your career and your clients’ portfolios, we encourage you to consider a career with us.
Please email Michael DePasquale MDePasquale@AtlasAdvisoryGroup.com or call (908)-653-7205 for a personal and confidential introductory discussion.
Investor Advisor – Job Description