Job Opening:
TAG 2.0 Wealth Associate

Join The TAG TEAM!

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TAG 2.0 is a new take on financial advisory services that combines the best of two worlds: the security and stability of a 30-year-old, $1.3 billion institution (TAG Group, Inc.) and the fresh thinking, creativity and enthusiasm of a start-up division. TAG 2.0 similarly infuses old-world morals and ethics into the next generation of financial advice.

The TAG TEAM model is an innovative approach to managing the future of financial advising. TAG TEAMs have a built-in mechanism to develop fresh talent and seamlessly transition advisors, clients and their assets to ensure continuity and peace of mind for everyone involved.

TAG TEAM Wealth Associates are personally mentored by one of TAG’s 100+ seasoned advisors who have been managing their own client relationships for years, sometimes decades. These advisors have built their business on good old-fashioned values, hard work and performance so who better to teach those coming up in the profession the right way to do it?

As a TAG TEAM Wealth Associate, you will work closely with your advisor mentor and begin your career as a relationship manager for their clients, relying on TAG’s proprietary algorithms to manage money for you. Your mentor knows what it takes to achieve client goals and can pave the way to a smooth transition. Then, Trust Advisory Group will integrate you into its book acquisition program, purchasing books from established advisors looking to retire. You’ll have a book of business and be well-equipped to develop additional clients of your own.

The opportunity to grow your business is limitless.


Are You Ready?

Here’s how it works:

  1. You will receive hands-on, personal mentoring from advisors who have been advising their clients for years, tailored specifically to those clients.
  2. As you continue to work with your mentor and his or her clients, you will develop relationships that can, over time, evolve into your own client base.
  3. When it comes time to take over the book of business you have worked hard to nurture, we are committed to financing that acquisition.

In addition, we guarantee you a monthly income, as well as comprehensive training including:

  • Financial planning
  • Digital marketing techniques
  • Consultative selling techniques
  • Client service
  • Investment strategies
  • Product and regulatory compliance

While it is preferred that you have your securities licenses before you join us, we don’t think you need a slew of qualifications to start your career in financial advising. In fact, we think learning things the right, TAG 2.0 way from day one is a plus.

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Here’s what you DON’T need to join TAG 2.0:

  • You don’t need any experience; we’ll provide all the training you’ll need to succeed.
  • You don’t need proven financial industry success; just a commitment to the process.
  • You don’t need to live off commissions; we will pay you and finance your future growth.
  • You don’t need to know how to do it; but you need to know why it’s important.

Here’s what you DO need to join TAG 2.0:

  • You do need a drive to succeed
  • You do need a passion for sales and client development
  • You do need a strong motivation to become a financial advisor
  • You do need the ability to take personal initiative
  • You do need to be adept at managing relationships
  • You do need a college degree (or be graduating soon)

To learn more about this opportunity and submit your resume simply fill out the form below. Successful candidates will be contacted for an interview.

Apply Now


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    Trust Advisory Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.