Your Goals

What Are Your Goals?

Do Your Goals Align With Ours?

Echelon Wealth Partners has been an industry-leading independent dealer broker for

private wealth management because we invest in people that believe in themselves and the firm.

01

A client-first Advisor.

02

Looking to drive growth within your business through a wide-array of investment vehicles for clients.

03

A professional that is not in competition with colleagues, but in collaboration with each other.

04

Open, transparent and aim to support and promote our diverse culture.

05

Adept at keeping a healthy work-life balance that ensures long-term sustainability.

06

An experienced Investment Advisor that has outgrown the restrictive bounds of your current environment and is looking for a growth platform.

Our Hiring Process

Our process starts at first contact, to ensure you have a quality experience from our very first meeting or phone call until you join the firm. Our best-practices processes are as follows:

Step 1
Step 2
Step 3
Step 4
Step 5
Step 6

First Contact

First contact conducted privately and confidentially with a regional hiring manager.
Open Discovery

We will not contact you through current employer channels, but only through personal contact channels such as a personal mobile or email address.
Partner Due Diligence

An open discovery that invites discussion and questions from either side to determine best fit.
Partner Offer

Due diligence by both parties.
Offer Review & Approval

Finalized offer by Echelon.
Joining a Winning Team

Acceptance and start of transition and onboarding.

In our hiring, onboarding and transition periods we offer unique supports to Advisors:

A dedicated transition team that ensures an effective move for you and your clients by creating a customized plan based on your transition scenario
Immediate marketing support to announce your move and arrival including marketing communications, branding support and business cards
Optional enrollment into our Advisor Marketing Support Program (AMP) for further marketing options
Most existing clients will not be affected by the costs tied to the transition
Sufficient cash flow support for you and your transitioning business