Recruitment
Your Independence, Empowered.
Join Provenance Wealth Advisors, an independent wealth advisory firm designed to empower you with customizable strategies and extensive resources. With comprehensive operational and administrative support, you can focus on what matters most—guiding your clients toward their financial, investment, and estate goals.
Discover how Provenance Wealth Advisors supports your growth and helps you thrive professionally.
Let’s Get Started
Resources and Support
Investment and Research
Leverage our dedicated team of in-house analysts and researchers, including certified financial analysts (CFAs), who closely monitor markets, create investment models, execute trades, and
provide timely investment strategies. Our Investment and Research Group further enhances client engagement through personalized quarterly market updates delivered directly to your clients.
Financial Planning
Our specialized Financial Planning Department, staffed with skilled professionals including Certified Financial Planners (CFPs)*, supports you by crafting detailed financial plans customized to your client’s unique objectives. You guide the planning process, providing insights to help the team assess financial positions and formulate strategic action plans to achieve both short- and long-term goals.
*Martha Swain, CLU, ChFC, CFP® and Jessica Pendergraft, CFP®, CDFA®
Operations and Compliance
Our operations specialists facilitate smooth transitions onto our platform, handling all necessary paperwork—from establishing new accounts to beneficiary updates and asset transfers. Additionally, our dedicated compliance team diligently manages all regulatory requirements, allowing you peace of mind to focus exclusively on client relationships.
Insurance Planning
Our experienced insurance professionals conduct thorough audits of existing insurance strategies, ensuring alignment with clients’ evolving financial plans. From reviewing policy performance to adjusting beneficiary details, our planners integrate insurance seamlessly into comprehensive financial strategies, making thoughtful recommendations tailored specifically for your clients.
Marketing
Gain full access to our in-house marketing team, providing strategic tools to expand your business, build robust referral networks, and deepen existing relationships. Benefit from our content-rich website, multimedia resources, targeted social media guidance, and professionally curated events. Additionally, our dedicated ghostwriter supports you in developing authoritative articles that highlight your expertise and bolster your reputation in the financial advisory field.
Infrastructure and Technology
Premier Office Locations
Our Class-A office spaces, strategically located in Miami, Fort Lauderdale, Boca Raton, and West Palm Beach, Florida, as well as satellite offices in Sarasota, Florida, Cincinnati, and New York
City, offer state-of-the-art meeting rooms and cutting-edge technology designed to enhance client interactions, streamline your workflow, and deliver exceptional services.
Advanced Technology Suite
Access our comprehensive IT resources including video conferencing, VOIP calling, secure document storage, and a robust CRM platform. Our dedicated IT professionals provide round-the-clock Help Desk support, ensuring your hardware, software, and security systems are always optimized, allowing you to focus on client interactions without technological barriers.
Secure Client Portal
Offer your clients secure, encrypted access to their accounts and important financial documents through our user-friendly online portal, providing convenience and peace of mind, no matter where they are.