Join Our Team | Private Client Group

Partner with PCG Advisors

A Collaborative Network of Advisors

Join our collaborative team. We value listening to understand clients' unique needs, providing concierge-level care, crafting lasting financial plans, and upholding transparency. As an advisor with us, you'll have access to cutting-edge technology and a supportive network to guide you in building a thriving financial career.

Tools to Set You Up for Success

Maximize your financial potential when you become an independent advisor with Private Client Group. We leverage tools like Pentameter®—a renowned practice management portal. This integrates cutting-edge tools and expert business consulting services. With tools like this and the independence to build your practice, you'll have what you need to build what you want.

Private Client Group Advisors

Our advisors are driven, passionate, and dedicated to client success. They prioritize generosity and are eager to grow their expertise.

Retiring Advisors

Experienced Advisors

Wirehouse Advisors

Intern Program

Transform Your Career with a Network of Support

Our advisors participate in a certified wealth strategist program, network with industry professionals at Cetera's national conference, and attend wealth management university events. Beyond that, you'll enjoy an entrepreneurial atmosphere and the support of established compliance policies that encourage innovation, collaboration, and unparalleled professional development opportunities.

Introducing the PCG Lifetime Pension Plan

We believe in caring for our advisor’s success as much as they do. Our unique approach includes crafting personalized succession plans that cater to your distinctive needs and aspirations. Emphasizing a lifetime payout structure, we go beyond standard support, ensuring that our advisors receive financial stability and recognition for their dedication to their careers throughout retirement. Whether you plan to retire in 2 or 20 years, the PCG Lifetime Pension Plan will provide you with retirement income from your book of clients – for the rest of your life, as long as clients choose to remain at PCG for service.

We will create a customized retirement package that will compensate you generously for the rest of your life, including options for a period certain and more.

At PCG, our tailored succession plan works to ensure a smooth transition for you and your clients. Our advisors will work closely with you, and management will oversee every step for success.

Ready to Participate in One of the Strongest Retirement Packages In the Industry?

Let's Discuss Your Transition & Exit

Comprehensive Practice Management Tools

Marketing

Get access to marketing materials that allow you to customize communication and outreach. Select from a library of pre-approved newsletters, and campaigns.

Transitions & Onboarding

Excel in client onboarding with personalized support to streamline the process, enhance efficiency, and minimize errors and redundancies.

Technology

Benefit from IT support, including help setting up your office technology, continuous technical assistance, and troubleshooting services.

Back Office Support

Receive comprehensive back-office support for portfolio management, transactions, reporting, and analytics to streamline your operations.

Level Up Your Career With Excellence, Focus, and Independence.

Our team finds success because they uphold the industry's highest standards of integrity and professionalism. Join our team of dedicated professionals and start your journey toward a future with limitless possibilities.

Get Started Today

Who We Work With

Learn more about the business owners, individuals, and families experiencing our high-touch service.

Our Clients

About Us

We listen, craft bespoke plans, and offer nationwide concierge-level service.

Learn About Our Firm

Our Team

Meet our team of dedicated professionals and discover how we can help you pursue your financial goals.

Meet the Team