Pattie Willis Imperial

WORK HISTORY

EDUCATION

SKILLS

ABOUT PATTIE WILLIS IMPERIAL

We are currently seeking tenured wealth management advisors and teams to help grow our wealth advisory services. Are you:• Thinking about your next phase to being in control of your client’s experience and your independence? • Tired of leaderboards, sales meetings, client minimums, constant turnover, and new initiatives that jeopardize the client experience?• Outgrowing your bank or existing firm, and feel that your opinions don’t count or you’re not appreciated?• Thinking about starting your own RIA?• A team looking for more control, growth support and succession planning?Our firm is here to help and support all you have worked so hard to build. We want your thoughts and ideas. We care about you and your ongoing success. We share the same level of care for the client experience. With us, you can define your next chapter! We provide: • Independency and Flexibility for your work/life balance• Office location remote or on-site location• Technology so you have what you need to best advise and service your clients• Marketing to assist with your ongoing growth• Practice Management with compliance, back-room support, client management systems, and planning software • Financial well-being with competitive compensation and benefits• Transition team focused on your onboarding and ongoing client experience• Succession planning when you are ready!• Wealth Management solutions for all walks of life for you and your clients• Highly credentialed team ready to help. Our firm started with two trusting friends wanting to build an organization that helps others and feels like no other workplace! With each addition to the team, we have built a “camaraderie” workplace that is warm, honest, trustworthy, supportive, and welcoming to all that join!#readyforchange