PeachCap

Family Office Model Opportunity for Advisors- Orlando

Company
PeachCap
Location
Orlando, Florida
Salary
Competitive Grid
Posted
September 14 2017
Industry
Securities

PeachCap's Family Office Model provides integrated Wealth Management and Tax solutions to established Wealth Management Practices, RIAs and Financial Advisors who are seeking to differentiate their practice and expand their service offerings through our unique Family Office structure.

Our Advisor Network has access to fully integrated Family Office Services:

  • Wealth Management and Open Investment Solution Platform 
  • Tax Planning and Preparation, High Net Worth Tax Strategies
  • Emotional Intelligence 
  • Private Equity and Alternatives
  • Single sign on API Platform
  • Retirement and Financial Planning
  • Practice Transition/Succession/Acquisition Support
  • Securities Backed Lending 

PeachCap offers both W2 and 1099/Independent options for our advisors.

Please CONTACT US today to discuss this unique opportunity!


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Are you currently FINRA Series 7 and 65/66 licensed?

Is your AUM greater than $15MM?



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