Careers
Join Our Team
Not every advisor wants to start their business from scratch. We are looking for dedicated professionals to join our team from anywhere in the U.S. with multiple affiliation models and an internal infrastructure built for future growth, we aim to provide financial advisors with the tools, flexibility and level of support they feel they need to grow and thrive. Tired of spending your time on matters outside of just servicing clients? Simply seeking a better payout but want to maintain ownership of your book? Don’t have time for portfolio creation? Let our team support you in running your book of business the way you have always wanted to.
Joining Stonebridge through the following models would require affiliating with our associated Registered Investment Advisor (RIA).
Interested in working with us? Send us your resume.
Two Different Models
Employee Model
Only eligible if located within the Stonebridge Financial Group geographic footprint.
Are you seeking a collaborative environment where your success is shared? At Stonebridge, W2 advisors thrive within a true team atmosphere. We’re committed to helping you build your book, without the pressure of sales quotas or zero-base/declining-base compensation models. Our structure is designed for growth and stability, supporting you every step of the way. As your book of business evolves, so do your opportunities, including the potential to become an equity partner in our firm. Here, your ambition is backed by mentorship, resources, and a culture that champions both individual and collective achievement.
Other Benefits Include:
- Incorporation into Stonebridge’s compensation plan with a W2 Salary with benefits.
- Assets you transition over or onboard in your first year remain under your ownership.
- You receive access to firm-wide branding.
- You inherit the firm’s pricing and payout with custodian, RIA and Broker Dealer.
- You enjoy access to our full tech and firm infrastructure/staff (reception, practice manager, analysts/trading).
- You may buy into an equity stake in partnership if you qualify per Partnership Criteria document.
- You qualify for clients to be referred over to you from the firm’s collaborative marketing efforts.
1099 Model
Any location/FA.
If you’re an independent advisor, especially part of a smaller team or a solo practitioner, Stonebridge offers a boutique alternative to big RIA firms. While others may offer large upfront checks followed by headaches, we deliver something different: hands-on operational, compliance, and investment management service tailored to your unique business. Our dedicated operations team provides full administrative/transition support, eliminating the need to hire your own staff. Access our experienced trading staff and portfolio analysts, leverage our thoughtful investment models, and focus on what matters most, serving your clients.
Other Benefits Include:
- Access to Stonebridge’s competitive pricing with main custodian.
- Access to Stonebridge’s investment models, traders and portfolio analysts.
- Access to Stonebridge’s client operations team for taskings and workflows.
- Access to Stonebridge’s CCO / Practice Manager as needed.
- Access to Stonebridge’s research and analytic providers.
- Access to Stonebridge’s technology infrastructure, including CRM, software, and IT support.
- Access to Stonebridge’s marketing software for social media and email marketing.
- Revenue-sharing opportunities for corporate retirement plans referred to Stonebridge that we provide 3(38) services for.
An Ethical Choice for Wealth Management
Stonebridge Financial Group cares about the integrity of our client relationships, and we build on the trust we earn from you. We pledge to uphold the highest ethical values to ensure you receive honest, equitable insights to help coordinate your financial plans. There is always room for growth, which drives us to pursue continuing education opportunities that further our professional development. Our commitment to the community reflects another way we look out for you. Every member of our team volunteers in and supports their community, which brings us closer to you, too.
