Join Our Team
In the advisory service industry, the common theme through any investment dealer is “eat what you kill”. This industry is very much Silo driven – meaning, each advisor works for themselves and rarely, if any, collaboration is done within the office or dealer that you work with. This can lead to limited growth and resources for the advisor, as well as a missing sense of belonging.
Qopia Financial has over 75 years of combined financial expertise, along with relationship to accounting, estate, and insurance planning. This allows transitioning advisors to lean on their colleagues and fully integrate their clients’ finances with one firm.
Along with our Investment Committee and internal services, advisors can be as autonomous or utilize the in-house services for clients as they please.
We are exciting to connect and grow our business together.
Key benefits of Joining Qopia Financial:
Join a team-based model
Work with advisors, analysts, and support staff dedicated to helping you grow your book of business.
Full autonomy of how you manage your clients.
Through and complete ownership of your book of business.
Ongoing support available to better service your clients through each specialized team (Insurance, Estate and Law, Accounting, Group Benefits).
Partnered with a Nationally Recognized Custodian
Managing over $200 billion dollars in assets under management.
Internal IT and Advisor Services
Internal IT and Advisor Services providing advisors with an effective cyber-security solution as well as allowing the advisor to address client inquiries in timely manner.
Cutting-edge electronic onboarding technology with a dedicated Transition Specialist.
Each advisor is assigned to a transition specialist to help streamline the transition process as well as having a fully digital service. This helps in transitioning clients faster and without error (missing data or signatures).