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Join Our Team

The Advantage of Independence

The financial industry is undergoing an unprecedented period of change, and Wealth & Pension Services Group is at the forefront helping shape improvements in investment research, technology and personalized client service. As we grow, we are always looking for like-minded advisors to join our team.

We are an Atlanta based RIA firm seeking to expand our presence in the southeast and Indianapolis. Our advisors share a common belief in independence and the desire to provide quality advice. We are seeking solo advisors or small teams with 3+ years of experience. Advisors should be active in either personal high-net worth markets, middle income markets, or corporate retirement plan markets.

You will benefit from the shared intellectual capital of our team and best-in-class resources, enhancing your ability to successfully serve your clients and grow your business. Wealth & Pension Services Group handles most of the regulatory and compliance obligations, and offers members more flexibility and better compensation structures than typical corporate relationships. Benefits include:

  • Established brand and marketing
  • Asset management services
  • Multiple custodians
  • Full technology suite
  • Business development support
  • Industry leading 401k and retirement plan fiduciary services

If you or your firm shares our client-focused mission and values, contact us today.