What Keeps You Up at Night – Career Opportunities

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Lenox Advisors is a single resource for comprehensive, fully integrated wealth management services. By collaborating across practice areas, our firm's highly specialized and skilled professionals create customized strategies to help your clients achieve their financial goals.

Imagine joining a team with one of the best business models in the industry. One that Investment Advisor describes as the “epitome of wealth management done right.” A team that “typifies the successful wealth management firm.” *

Is your practice growing?

  • Are you happy with your level of clients?
  • Do you have a plan to increase that level?

How do your clients view you?

  • As an insurance agent? Wealth manager? Financial advisor?
  • Are you part of an insurance agency or a comprehensive wealth management firm?

Are you reaching your full potential?

  • Are you making the amount of money you want?

Are you your own infrastructure?

  • What kind of support do you currently enjoy?
    – Accounting – Licensing and appointments
    – Facilities – Compliance
    – Human Resources – Technology
    – Marketing

What kind of professional development can you access?

Do you have access to corporate-endorsed benefits enrollments to afford you leads?

  • With customized products only you can provide?

Is there a case design team available to you?

Are sales coaches and mentors available to help build your business?

  • Are they top-tier producers themselves?

To what type of planning platform are you currently “selling”?

  • Is full-service financial planning one of the services you can offer clients?

Does your practice enjoy big-company branding and marketing support?

  • Do you have the resources of a publicly-traded company at your disposal?

Are you having fun?


*Investment Advisor, July 2006. Fee-based financial planning services offered through Lenox Advisors, Inc. Lenox Advisors, Inc, offers access to securities and asset management services through MML Investors Services, LLC, 530 5th Avenue, 14th Floor, New York, NY 10036, 212-536-6000, member SIPC. Investment adviser representatives of Lenox Advisors, Inc offering fee-based financial planning services may also be registered representatives and investment adviser representatives of MML Investors Services, LLC for purposes of offering securities and asset management services, as applicable. Lenox Advisors, Inc is a wholly owned subsidiary of National Financial Partners Corp. (NFP). Lenox Advisors, Inc and NFP are not affiliates or subsidiaries of MML Investors Services, LLC. Services offered through Lenox Advisors, Inc as an Independent Registered Investment Advisor are not sponsored or offered through MML Investors Services, LLC. CRN201502-168464 © 2013 Lenox Advisors, Inc. All rights reserved.