Common Characteristics of Representatives

Over the years, we have helped many financial representatives find their way to a more profitable and satisfying practice. Whether you exhibit a fierce independence streak in your business practices or you prefer a camaraderie-based, teamwork approach to serving your clients, Queen City Financial Advisors can help you.

Our firm is an advisor-driven, wealth management firm where individual attention to each client's wants and needs is central to providing personalized, consistently extraordinary service. We offer comprehensive financial planning as the foundation of our client relationships.

For successful advisors and their clients, affiliating with Queen City Financial Advisors, has allowed them to combine the best of all worlds – the values of independence in strategy and product choice; the support of an experienced branch office and a talented group of professional peers; along with the resources of the nation’s 10th largest independent advisory and brokerage firm, Securities America Inc.

Over the years, we’ve identified some common characteristics of representatives who have thrived at Queen City Financial Advisors. They include:

• A passion for always putting clients first
• A desire to take an already successful practice to new heights of success by combining the resources of Securities America with the advice and support of Queen City Financial Advisors
• A minimum of five years financial services experience and a verifiable annual GDC production of at least $100,000 in fees and commissions
• A diversified product mix
• Looking to grow, buy or sell a practice

As one of Securities America’s largest branch offices, we offer representatives the support they need that helps free them from purchasing expensive software, troubleshooting computer problems, hiring and supervising administrative assistants and dealing with office management issues – so they can spend more time working with clients.

To discuss career enhancement opportunities with Queen City Financial Advisors, contact Chris Hais confidentially at 513-729-9742.

Securities America and all entities listed are unaffiliated