MEMBER FIRMS

advisor opportunities

The A.I.D. Advisor Difference

A.I.D. Advisors find themselves uniquely positioned in the often complex and muddled space of providing full scope financial planning and advice. As many firms in our industry seem to come and go, we have structured one in which our core values and boutique approach, would allow us to stay. While wire houses, banks, insurance agencies and independents market themselves and recruit advisors using bold statements such as “team approach”, “full-service”, “tax efficiency planners” etc., much of their access to the world of fully independent concepts and solutions is limited.

OUR INDEPENDENT PHILOSOPHY

An Agnostic Approach

At The A.I.D. Group, we make it a point to not only discuss these bold statements with Advisor candidates interested in joining our team, but we prove it when we meet. The root of our business structure was established through a uniquely founded New York Stock Exchange firm where each advisor was able to provide their advice and recommendations using a fully independent and agnostic approach. A.I.D. Group Advisors provide an array of support services with access to cutting edge concepts and strategies being utilized today within the space of wealth management, estate and estate tax planning, financial planning, income tax mitigation designs, charitable gift planning and legacy trust designs. We believe this all in-house and fully independent approach separates us from most of our competitors and peers.

The A.I.D. enhanced advisor fee model allows each planning specialist to choose the level of technology and private label marketing needed to help ensure clients will receive the quality of service they demand and have learned to expect. Additionally, A.I.D. advisors are given the freedom to implement personal marketing campaigns that quite often can only be implemented in the fully independent and hybrid environment.

There are no sales quotas, account size restrictions or product pushes designed to influence your decisions.

Whether your interest is in becoming an A.I.D. Group advisor as your first career step into the professional world of financial services or you are an experienced financial services professional looking to expand and improve upon the services you provide, let’s talk.

Get In Touch

2101 NW Corporate Blvd, Suite 211
Boca Raton, FL 33431
888.667.4750
info@theaidgrp.com

Securities and Investment Advisory Services offered through A.G.P. / Alliance Global Partners, Member of FINRA | SIPC, a Registered Investment Adviser. Neither A.G.P nor any of its affiliates provide legal, tax or accounting advice.

Investing always involves risk; no investment is protected against loss. Past performance does not indicate future results. Diversification does not ensure a profit or protect against declining markets. Consider your investment objectives before investing.

The A.I.D. Group is not a registered broker-dealer. The A.I.D. Group and AGP are independent and not affiliated entities.

Check the background of our investment professionals on FINRA's BrokerCheck

Business Continuity Planning Summary & Disclosure

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The CLU® and ChFC(R) marks are the property of The American College, which reserves sole rights to its use, and is used by permission.