Young Advisors

Be part of something fun and exciting, while also doing what's best for you and your clients.

8 Reasons to Join Our Firm

01/

Be Part of a Team that is Changing the Industry

The financial industry has gotten a bad rap over the past few decades. Our team is working to change that by investing in our clients, our communities, and our advisors.

02/

Give the Best Service and Expertise to Clients

With a full team of experts and client service support behind you, we make it easy for you to deliver the client experience and expertise your clients desire.

03/

Enjoy Your Job

This industry should be fun and rewarding, by teaming with Straight Path, you join a group that believes what they are doing is improving clients lives every day and who have fun doing it.

04/

Automated Marketing

At Straight Path, we've created one of the best-automated marketing systems in the RIA space. Using a comprehensive marketing strategy, we drive qualified leads automatically.

05/

Concentrate on What You Like Doing

You joined the industry for a reason, and we want to support your goals and help you reach your full potential. By providing back-office assistance you can focus on your clients and what you truly enjoy doing.

06/

Potential Ownership Tracks

At Straight Path, we believe buy-in is important. And because of that, we offer ownership opportunities as a reward for work well done.

07/

Clear Career Path

It's important for you to feel like each step is a progression towards the future you want. We work with you to craft a career plan that sets you up for success right now and down the road.

08/

State of the Art Technology

Technology is an integral part of doing your job successfully and delivering a client experience that is impressive. Our technology is seamlessly integrated, allowing you to work efficiently and deliver on promises.

What You Can Expect

Right Now

The training and platform you need to get started

We provide the training you need to feel confident in front of clients, and the platform to support what they need, giving you a competitive advantage against competitors.

Short Term

Build your business the right way

Skip the cold calling and selling your friends and family, and begin to build a real client base with the support of our marketing system, a team of experts, and the platform that sets you up for success.

Long Term

ownership in a growing ria

Be rewarded for doing what's best for clients and making a difference, by having the opportunity to earn ownership in a fast growing RIA.