Align Yourself with Success

When considering where to build and grow your practice, it’s important to align yourself with like-minded professionals. We’re a rapidly growing boutique insurance advisory and wealth management firm (part of the NFP national network of firms) in search of creative and passionate financial advisors.

If you have a desire to align yourself with a firm where trust, teamwork and accountability are foundational values, we can offer you a unique opportunity to improve the lives of individuals and families while making a positive difference in your community.

As a Lenox Advisor you’ll:

  • Build and maintain strong, proactive goals-based client relationships.
  • Focus on delivering value-added financial insights, advice and guidance.
  • Position yourself as a trusted advisor — the person people turn to with all their pressing financial questions and concerns.
  • Leverage our robust infrastructure and practice management expertise to build your own business, your own way.
  • Network with clients and other professional service providers to create truly powerful referral networks.
  • Be part of a collaborative team, all working together to cultivate loyal clients through a “one team” approach.

As a premier provider of wealth and insurance advisory solutions for high-net-worth individuals and their families, we pride ourselves on being professional fiduciaries with an entrepreneurial spirit. That means keeping clients at the center of everything we do while fostering a friendly environment that empowers you to successfully grow your business by drawing on the learning and experience of others.

With a national footprint, Lenox is continually looking for ambitious advisors who will be responsible for developing new client opportunities across the wealth management spectrum, including insurance, asset management, risk management, estate planning, retirement planning and education planning. 

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