The Williams & Company Difference
Working with the family at Williams & Company means more than just having someone manage your retirement funds. At Williams & Company we work with individuals to help them understand what their full retirement picture looks like. There are many more aspects to your personal financial picture than simply building a portfolio. With our retirement experience and our proprietary LIFETRAXX software we can help you build a road map to lifelong financial security.
Williams and Company is a trusted, local brand with a strong presence in the retirement marketplace. Williams and Company, a branch office of The Legend Group, has a national presence with a family feel and a back office to help you grow your business.
- Lead Generation: Our proprietary software, Lifetraxx, helps our advisors set meetings and have numerous warm leads to prospect.
- Office: We work with you to find an office that fits your needs.
- Earnings: Take home more of your gross dealer commissions.
- Investment Options: Access to multiple fee-based platforms to provide recurring income on your current book.
- Succession Planning: Build a book you truly own and retire with ease using our unique succession plan.
Choosing the right firm with the right offerings can allow you to generate and, more importantly, keep more revenue. Speak with us today to learn more.
Prefered experience:
- Financial Advisor: 3 years
Job Type: Commission
Pay: $40,000.00 - $400,000.00 per year
Compensation package:
Weekly schedule:
Work setting:
- In-person
- In the field
- Office
Ability to Relocate:
- Phoenix, AZ: Relocate before starting work (Required)
Work Location: In person