Stoney Creek Advisors, LLC, is a Michigan-chartered, fee-based Registered Investment Advisory firm with no broker-dealer affiliation. We believe in protecting our clients' money from devastating market corrections, planning for the future, and helping clients achieve their dreams by reducing financial risk.
Investment Adviser Representatives
Ready to accelerate your financial advisor practice? Join Stoney Creek Advisors, LLC, a fee-only registered independent investment advisory in Rochester Hills. We are looking to add two qualified financial advisors to our team.
Why Stoney Creek Advisors?
- Office expenses and personal assistant are provided
- Cutting-edge technology
- Generous payout structure
- Participation in lead-generating programs
- Partnership potential for the right candidate
- Flexible schedule
- Collegial office environment
Whom we are looking for:
- Experienced financial advisors with a portable book of business
- Series 65 securities license
- Michigan life insurance producer license
- Entrepreneurial mindset
- Focused on customer experience and relationship management
Think you’d be a good fit? Résumés welcome.
CPA / Solicitor Partnerships
Our CPA and Solicitor Partners (i.e. – attorneys, property and casualty insurance professionals, etc.) believe in offering wealth management services to their clients outside of the realm of their daily business. By teaming up with us, our partners can provide their clients with access to wealth management under their supervision.
If you're looking to:
- Integrate your clients' wealth management with tax management and/or insurance
- Use an established wealth management infrastructure for your client base
- Utilize an existing, comprehensive back office
- Participate in our revenue-sharing program (for licensed partners)
We want to help you extend your influential reach with your clients without sacrificing your focus on your own professional responsibilities and expertise.