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.
In addition, we guarantee you a monthly income, as well as comprehensive training including:
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.
Trust Advisory Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.