Financial Advisors —

Transition, Grow & Sell Your Practice

Join our elite group of financial advisors, where excellence is not just a goal but a standard. We are expanding our family of advisors and seek dedicated professionals who strive for mastery in financial planning and client service. Our selection process ensures that only the best fit can join our esteemed team where growth opportunities and collaboration await. If you are passionate about advancing your practice and achieving new heights in the financial advisory field, we invite you to explore joining us.

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Helping You Navigate Health, Wealth and Insurance
about Us

Your Practice Unleashed

Futurity First’s robust advisor platform allows you to focus more of your time doing what you love — helping your clients and being an advisor.

Size & Influence

Futurity First is the ideal company size to provide you with gold-star influence and unparalleled support. Through our relationships at various levels of leadership, you have inside access to one of the largest broker-dealers in the industry.

Transitional Expertise

Leverage our expertise to make your transition as seamless as possible. At Futurity, every advisor is assigned a transition coordinator supported by a team of professionals within the Futurity First home office, as well as the broker-dealer.

Proven Prospecting

We have tried-and-true prospecting methods to acquire leads through seminars, team selling, wellness benefits at employers, insurance agent referrals and more.

Tight-Knit Community

At Futurity First, we are family. In our network, you will have opportunities to create succession plans, join study groups, take advantage of coaching opportunities, as well as mentorship.

Marketing Support

Gain access to our dedicated marketing consultants to help you with brand development, marketing plans, turnkey lead programs, social media marketing and more.

Acquisition & Succession Assistance

Allow us to help honor your legacy. We can guide you down the right path to develop a succession plan or become a credible acquirer.
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Hear From An Advisor

We’re honored to have advisors who speak so highly of the support, marketing programs and tools that Futurity First offers. If you want to hear from an advisor like yourself, check out the videos below.