> Wealth and Portfolio Management Jobs and Careers with Per Stirling

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 over a decade, 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.

Why Per Stirling?

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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      • “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

         

      • “After 25 years as a Financial Advisor, I was looking for something special in a firm. Initially I was with a large financial firm for 15 years. But I left that firm because of my desire to be truly independent.”

        – Richard Hallum, CFP®

      • “Per Stirling provides me with the structure to only charge fees to my clients for holistic planning and asset management, provide them with low-cost index funds such as Spartan, Vanguard, and Dimensional, utilize top custodians like Schwab and Fidelity, work as a team with two or more other associates, and have a flexible schedule to be there for my family as often as needed or wanted.”

        – Kenneth Price, CFP®, CFA®, ChFC®, CLU®, AEP®

      • <https://perstirling.com/wp-content/uploads/2014/12/Ryan-6579-1-scaled.jpg” alt=”” />

        “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

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    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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