Let's Plan Your Next Move!
With over 40 years of industry experience, we have offices conveniently located in Chicago and Scottsdale.
We make quality connections and join people together through our consultative approach. That's why we chose the name Calidad which is Spanish for "Quality"
Experienced Financial Advisors
What channel is best for you?
You do a great job of asking your clients about their goals, dreams and aspirations. What are yours? Is your current firm supporting you?
Are your aspirations to grow a larger practice and need a firm to support that vision?
- Are you concerned with a lack of a succession plan?
Are you seeking greater freedom, flexibility or culture?
Are you seeking greater compensation?
We have partnered with firms that can support your vision.
CPA Firms (Tax & Financial Planning)
Custodian and Clearing Firms
New Financial Advisors
Why do you want to be a Financial Advisor?
The Managing Partners at Calidad Talent Solutions have asked that question over 10,000 times. We have sourced, interviewed, hired, and trained New Financial Advisors. There are a few questions you need to ask yourself.
Are you passionate about helping people to achieve and protect their goals and dreams?
Do you desire flexibility with the potential for unlimited income?
Are you self-driven and disciplined as it's a highly competitive business?
Are you ambitious and possess a stick to it attitude?
Do you enjoy building relationships and networking in your community?
Are you confident and engaging with the ability to handle the rejection of your opinions?
A Day in the Life
This could including prospecting (cold calling, digital marketing) as well as networking. Attend workshops, trade shows, and hosting seminars. Meet with prospects and clients along with scheduling appointments. Developing financial plans as obtaining referrals from existing clients and networks. Participate in product and system training. Volunteer in your community.
We understand that one size firm does not fit all. That is why we have established partnerships with several firms across the country to fit your needs to be successful.
Sample of training and compensation models our partners provide
Robust formal training to informal self-study
Hands-on management to hands-off
National to local development programs
Dedicated training leaders to Senior Advisors
Compensation Packages vary from firm to firm (base pay or commission-bonus based income)
Full benefits to limited benefits
Building a Wealth Management practice can be both personal and financially rewarding. Please click the button below for an introductory conversation.
Certified Financial Planners
What's Your Strategy?
You are passionate about helping clients construct their Financial Plans. However, when was the last time you sat down with an industry expert to construct your Career Plan? Is it time to revisit?
We represent some of the top wealth management firms across the country. Whether you are seeking a large global firm, a full-service fee-only firm, or other channels we have a solution for you. Let’s schedule a call to discuss your Career Plan.
Common qualifications, traits and responsibilities firms are seeking
Pursuing or hold the CFP® certification
Confident in communicating with high and ultra-high net worth clients
Strong aptitude to develop and deliver a wealth management strategy
Ability to establish, maintain client relationships
Provide expert financial planning and investment advice
Holistic Financial Planning
Cash flow management
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