Join Our Team
No matter where you are in your career, DaVinci can offer a workplace in which you can succeed. We offer step-by-step support and a team approach to encourage professional growth and development. Contact us to get answers to your questions and learn about becoming a member of our team.
Becoming an Advisor
- How can DaVinci help me take the first step in becoming a financial advisor?
- Do I need to have passed the Series 65 exam?
- How will I be compensated as a new advisor?
- How can Davinci Capital Management help me transition my book?
- Will I have support to help in retaining clients and moving client accounts?
- What technology resources are available to support my business?
- Is there support for marketing and branding initiatives?
Selling Your Business
- Can DaVinci Capital Management help me with a deal structure?
- Are there opportunities associated with succession planning?
- How can I ensure my clients up with the right advisor?
- What is the best strategy for realizing my book's value?