Join Our Team

Who We Are Looking For

Passionate financial advisors who are:

  • Interested in taking their career to the net level with the support of a dedicated team. 
  • Ready to outsource the challenges of running their own business, without sacrificing the freedom and flexibility they value. 
  • W-2 Advisors, but want the freedom and flexibility of a 1099 independent advisor, but are not ready to make the transition without a team to offer support and guidance. 
  • Advisors that maintain a strong compliance record and personal financial record.

How We Serve Our Advisors

  1. Marketing: A clear brand that tells a compelling story is an incredibly powerful tool for engaging your clients and expanding your business. Building a brand can be challenging, but when you join Prinvest Advisors you gain access to our high-impact branding to as well as our proven experience in web, print, and social media marketing. 
  2. Administrative Support: An excellent support team is key to scaling your business, but unfortunately, hiring, training and compensating quality employees can be time-consuming and costly. That's why we provide our advisors with fully trained sales assistants who empower them to serve their clients. 
  3. Technical Support: Knowing how to leverage current technology makes your job easier and your work more efficient. We provide our advisors with a significant competitive advantage by offering the training and support they need to use software such as Wealth Vision Pro, Redtail CRM, Albridge Performance Reporting, Riskalyze portfolio overview and risk score analysis.
  4. Professional Office Space: A professional client meeting space designed with branding in mind and productive office environment is essential for advisors and their clients. We believe you can save money and simplify your business by using Prinvest Advisors professional furnished office with printer, phones, receptionist, high speed internet and conference room. 
  5. Transition Support : Changing your broker/dealer is a vital moment in the life of your business. We will help you with daily support and a local contact to streamline the transition between systems and processes. 

How to Join Our Team

To start a conversation on how we can serve you, please contact us at or give us a call at 507-535-3542.