With a growing and maturing career in private banking, you have earned the trust of a clientele with whom you share a close relationship. You can’t stand internal bank politics any longer, and you think your work is undervalued. You want to become independent so you can fully dedicate your time to your clients, without conflict of interest and having to cope with increasing bureaucracy and regulatory constraints…. We should talk!
In a human-scaled operation with a flat hierarchy, Pinetree Advisors offers:
- A multi-custodian wealth management platform;
- A predictable payout, linked to your success;
- A tailor-made agenda and full autonomy;
- Logistical and administrative support.
The possibility of an equity stake.
Stimulate your ambitions; contact us.
Pinetree Advisors is an independent financial, risk and wealth management group. We focus on reviewing, analyzing, and improving all aspects of financial planning and asset protection needs for individuals, families, and businesses. Learn more about us »
Phone: +1 (305) 510-8772
Fax: +1 (888) 901-7924
Send us a message »
Miami, FL 33180