Join the Stonebridge Financial Group Team

Join Our Team

Not every advisor wants to start their business from scratch. We are looking for dedicated professionals to join our team, whether you live in Central PA or elsewhere throughout 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 in Pennsylvania 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) and Broker Dealer (BD)

Our Three Different Models

Financial Advisors

Employee Model

Only eligible if located within the Stonebridge Financial Group geographic footprint.

This option is best for those seeking a growing collaborative environment in which to be an FA/Relationship Manager and not necessarily worry about client acquisition or the business operations of running an advisory firm.

All revenue and expenses are run through and paid by Stonebridge. Stonebridge staff will assist with any transition of a book, and Stonebridge covers all expenses surrounding your practice — marketing, registrations, supplies, etc. Any ancillary staff needed to aid servicing your book of business would be employed and paid by Stonebridge.

Other benefits include:

  • You will be incorporated 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. Must adopt Stonebridge’s investment management.

This option is best for those seeking to maximize payout for their business by inheriting our large-scale economies, branding and investment strategies but wish to operate under their own profit model and decision-making. The benefits include:

  • The firm’s competitive pricing and payout with multiple custodians, RIA and Broker Dealer.
  • Access to Stonebridge’s investment models, traders and portfolio analysts.
  • Centralization of accounting/HR/payroll services through our internal Practice Manager. All revenues and expenses are segregated to your separate entity under your control.
  • Receive Stonebridge’s firm-level discounts on technology, services as needed.
  • Access to Stonebridge’s research and analytic providers.
  • Access to Stonebridge’s technology infrastructure, including software and IT support.
  • Access to Stonebridge branding materials.
  • Revenue-sharing opportunities for corporate retirement plans referred to Stonebridge that we provide 3(38) services for.
Financial Advisor at a computer
Financial Advisor shaking hands with his client

Investment Only Model (TAMP)

Any location/FA. 

The Investment-Only Model is best for those seeking full-service asset rebalancing and asset management solution without any affiliation with Stonebridge, allowing you to focus more on serving your clients and building your business. The benefits include:

  • You gain access to Stonebridge investment models, traders and portfolio analysts.
  • You enjoy access to Stonebridge firm-level discounts on technology, services as needed.
  • You receive access to Stonebridge’s research and analytics.
  • Referral service: For any retirement plans provided to Stonebridge, all ancillary retail opportunities from the plan will be provided to you.

Interested in Joining the Stonebridge Team?