Wholesaler Regional Vice President

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Date2/26/2021 6:54:30 PM
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509-720-8860509-720-8860
Concierge for Advisors is contracting Top Regional Directors/RVPs in order to distribute mutual funds, annuities, and alternative investments within the Independent and RIA space. We have pre-approved selling agreements with over 200 IBDs to make your transition smooth. Our wholesalers, average over 20 years of experience each. Concierge for Advisors Wholesalers have been successful in the industry and have long histories of working with major firms for many years. Our Wholesalers are looking to monetize their relationships with the advisors they have serviced for years by providing additional products and services and more importantly being an "advisor to advisors". Your relationships are monetized by delivering additional solutions rather than being limited to carrying a limited number of products and services. We teach advisors new strategies to develop additional revenue sources within their existing book of business.
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