Are you ready to join an elite team of professionals? Park City Wealth Advisors is a growing firm serving founders, entrepreneurs, executives, and preserving legacy wealth. We welcome you to browse through our open positions below! If there are no jobs listed at this time, please feel free to send your resume and bio for our team to keep on file so that we can let you know if a position opens up that may be a good fit. We look forward to meeting you.
Succession Planning for Fellow Wealth Advisors
Many wealth advisors, like yourself, have spent years, even decades, building strong relationships with their clients. The thought of those clients not receiving the same level of care from someone else can be daunting, leading many advisors to delay planning for the future. In fact, studies have shown that 73% of advisors lack a formal succession plan, and 40% of firm owners with assets of at least $500 million under management have no plan. This lack of planning can leave both you and your clients in a precarious position should something unexpected occur.
With a robust succession plan in place, you can:
- Minimize Risk: Ensure business continuity for your clients when you’re ready to retire or if you need to retire sooner than expected.
- Increase Flexibility: Planning ahead provides more favorable options when exiting your firm.
- Peace of Mind: Boost your clients’ confidence in your long-term planning process by communicating your continuity of service plan.
- Expanded Services: Your clients will have access to our expanded solutions from day one.
At Park City Wealth Advisors, we have extensive experience in acquiring advisor practices and have a defined process in place to assist wealth advisors like you. We understand that the transition process can seem daunting, which is why we strive to make it as smooth as possible for both you and your clients.
Ready to plan for your future?
Before you sell your practice, we always recommend ‘dipping your toe into the water’. That’s why we have curated an arm of our business called Park City Investment Solutions LLC. Through PCIS, you will be able to take advantage of our portfolio offerings, investment management, economic research, marketing plans, and countless other tools before EVER deciding if our team is the right fit to take over your practice. Once you confirm that you love what we do, and how we do it, your transition will be seamless, as your clients will already know and love our team from handling and supporting your ‘back office’. If you decide you’re having a lot of fun and aren’t ready to hang up your hat, we’d be honored for you to simply ‘join the team’…. When you’re ready of course. We look forward to helping you explore the opportunities available within the Park City family.
Unlock Your Financial Potential
At Park City Wealth Advisors, we center our client relationships around education and transparency. Through meaningful dialogues between you and our exclusive team of financial professionals, we strive to cultivate the success you have achieved, not only for your own life but for the benefit of generations to come. See some of our resources to begin your journey towards an elevated life.
1389 Center Drive, Suite 200 • Park City, UT 84098
Call or Text: 435.500.5979 • grow@parkcitywealthadvisors.com
Ready To Enhance Your Lifestyle?
Let’s Connect
Park City Wealth Advisors, based out of Park City, Utah, services clients worldwide. We would love to give you a complimentary second opinion on your financial picture and investments. Come see our team at work firsthand! Contact us below:
