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Thank you for your interest in a career with Searcy Financial® Services!
We don’t have any open positions at this time, but we welcome resumes from candidates who may be a fit for future opportunities. Please email your resume to [email protected].
The Summer 2027 internship application process will reopen January 2027.
Additional Availability For:
Succession & Continuity Planning for Investment Advisors:
Are you looking to build a continuity plan for your business or a succession plan for your practice?
According to FP Transitions, a consulting firm that has advised thousands of financial advisory businesses on ownership transitions and succession planning, 90% of clients want their financial advisor to have a plan in place to protect their assets if something happens to the advisor, yet only 10% of advisors have a written, executable continuity plan that clearly defines what will happen to the business in the event of the owner’s death or permanent disability.
For independent advisors, identifying the right continuity partner can be one of the most difficult pieces of the planning process. A continuity plan helps protect your clients, employees, family, and the value of the business if the unexpected happens, while a succession plan provides a roadmap for the eventual transition of the firm when you’re ready to retire or step away.
If you don’t have an internal continuity or succession solution, Searcy Financial® Services, Inc. may be able to serve as an external continuity and/or succession partner for your practice. We welcome the opportunity to explore whether our firms could be a good fit.
Succession & Continuity Planning for Investment Advisors:
Are you thinking about leaving your brokerage firm and going independent?
The financial commitment and regulatory requirements could be a roadblock for advisors who want to stay focused on client relationships and business development. Joining Searcy Financial® Services, Inc. may be a perfect solution. We have the infrastructure in place and are able to provide compliance, back office support and the technology that is critical to success. Not all advisors will be a good fit for our organization or culture, but we are open to discussions. Please contact us if you are interested in exploring this opportunity.
Searcy Financial® Services is an equal opportunity employer. We consider all qualified applicants for employment without regard to any characteristic protected by applicable federal, state, or local law.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this content, will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for you or your portfolio. Due to various factors, including changing market conditions, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter (article) serves as the receipt of, or as a substitute for, personalized investment advice from Searcy Financial® Services, Inc.
The content of this letter does not constitute a tax or legal opinion. Always consult with a competent professional service provider for advice on tax or legal matters specific to your situation. To the extent that a reader has any questions regarding the applicability of any specific issue discussed in this content, he/she is encouraged to consult with the professional advisor of his/her choosing.
Source: FP Transitions, ‘Best continuity plan for you’ (July, 2022)