Becoming a Financial Advisor with GreenUp
GreenUp is a place where people believe in each other, value each other’s unique strengths, support each other, and hold each other accountable in order to deliver the ultimate client and associate experience.
Where people come first
At Greenup, we believe in working extremely hard but having a lot of fun while doing it. The firm is committed to winning, but winning the right way. “People matter” is a founding principle, so we encourage people to be curious, speak up, be heard and collectively drive the desired experience.
Business Development
Be in control but not alone.
Let GreenUp be your co-pilot to success.
Coaching & Development
GreenUp offers a personalized coaching program so you are always growing and developing.
Lead Generation
GreenUp provides and pays for a world-class lead generation system so you can grow in the manner you prefer.
Technology Resources
From Al to appointment setting tools, GreenUp provides the resources you need to grow.
Book Transition
GreenUp’s leadership & operations team will remove the burden and simplify the process.
Compensation Package
Payout
Aggressive revenue-based payout
Equity
Become an owner of the business
Benefits
Benefits including healthcare, 401k & autonomy to run your business
Practice Infrastructure & Support
Support
- Custodial Relationships
- Portfolio Management
- Centralized Trading
- In House CPA Tax Service
- Communications & Marketing Support
- Legal & Compliance Support
- Dedicated Operations Professionals
World-Class Technology
- CRM
- Reporting and Trading Tools
- Financial Planning Software
- Portfolio Management Software
- Customized Client Portal & App
- Client Asset Aggregation Tool
Infrastructure
- Office Space Assistance
- Phone, Texting, Email Service
- Professionally Built Website
- Customized Webpage
- Social Media Content
The GreenUp Difference
Culture
- Don't be just a cog in the machine
- Be a part of something bigger
- Work in a culture steeped in trust
Flexibility
- Embrace a flexible schedule and office location
- Run your business with the approach that works for you
- Work with an appropriate client to advisor ratio
Team Approach
- Work with industry experts in specialized segments
- Leave the advisor island behind and join a team that is invested in your goals
Removal of Red Tape
- Have a voice in your future and the future of GreenUp
- Leverage direct access to the portfolio management team and leadership
Learn more about joining GreenUp today.
As advisors, we’ve been in your shoes and can give you advice on how to move forward, even if it’s not with our firm.
