> Per Stirling Careers

Careers

An Aspirational Firm for Exceptional Advisors.

Per Stirling measures success by quality rather than quantity, which means that we continue to be very selective about advisors who join our team. However, if you are an advisor, planner, or registered representative who shares our commitment to the highest standards, and who is interested in associating with like-minded professionals, we look forward to hearing from you.

Careers at Per Stirling

In just a few short years, Per Stirling has grown from being a specialty portfolio management firm known only to a select group of affluent families, to one of the largest, comprehensive wealth management firms in central Texas. This notable transformation is due to some of the area’s top advisors and financial planners discovering the unique advantages of joining the Per Stirling team.

Culture

  • Truly independent, entrepreneurial culture
  • Hybrid structure with multiple advisory custodians and broker-dealer OSJ

Compensation

  • High payouts (without haircuts) and profit sharing for top advisors
  • Group health and advisory E&O insurance.

Support

  • Assistant assigned to every advisor
  • Furnished office, computer, technology infrastructure, and phone systems for all partner-level advisors
  • Comprehensive compliance and reporting services for all advisors
  • Cutting-edge, cloud-based technology platform, CRM, portfolio management, and financial planning software provided
  • Advisor-friendly contract that specifies that our associates own their clientele

Why Work Here?

Perhaps your business growth is plateauing because you’re spending more time on administrative busywork instead of valuable time with clients. Or maybe the vision you have for your financial advisory practice is being held back by where you are now.

If you’re a financial advisor who is frustrated with continued payout reductions, support problems, and conflicting corporate interests that prevent you from servicing your clients properly, Per Stirling may be the right firm for you. To learn more, please send us your information below.

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Your Message

    • “I was looking for an Austin-based hybrid RIA/BD firm that truly had the resources, business model, and commitment to help me take my business to the next level. Per Stirling offers the entire package, including competitive compensation, full administrative and back office support, an experienced transition team, and an environment of like-minded professionals where you can thrive.”

      – Ryan Joyce, CFP®, CPA

    • “Per Stirling provides me with a fiduciary, client-first culture, continued independence, a compliance infrastructure, the ability to work with another CFP(R) practitioner on a succession plan, and much more.”

      – Mary Voll Miller, CFP®

    • “When I first began discussions with Per Stirling, I already owned a successful RIA firm that I had started in 1997. However, I soon discovered that it made sense on so many levels to take advantage of the economies of scale available through a larger firm. Since joining the Per Stirling team, I have been very pleased with all aspects of our personal and business relationship.”

      – Teri Bergstrom, CFP®, CLU

    • “I was looking for an Austin-based hybrid RIA/BD firm that truly had the resources, business model, and commitment to help me take my business to the next level. Per Stirling offers the entire package, including competitive compensation, full administrative and back office support, an experienced transition team, and an environment of like-minded professionals where you can thrive.”

      – Ryan Joyce, CFP(R), CPA

Our Mission

Because the firm takes care of all the compliance, administration, billing, reporting, and other business-related operations, advisors like you have more time to serve the needs of your clients and to grow your practice in a truly fiduciary environment. In other words: the firm exists to serve advisors – not the other way around.

At Per Stirling, we support all our associates through every stage of their career, starting with our seamless on-boarding and transition process, and continuing with exceptional support and the opportunity to participate in the success of the firm. We can even assist with succession plan development and implementation, if you’re contemplating your own retirement, or just want a contingency plan in place. Plus, thanks to like-minded colleagues, you and your clients will benefit from a collaborative – not competitive – “brain trust” environment.

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