Coburn Financial was founded in 1934 with the single purpose of representing the interests of individuals and institutions in capital markets. For over 80 years, we have stood with an unrelenting commitment to the quality and excellence in providing individuals, families, and businesses with guidance to help them pursue their unique financial goals.
We are a family-owned, regional broker-dealer with multiple offices throughout New England. Our business model is a broker-dealer/RIA hybrid. Our internal operations and compliance team provides unparalleled support to our financial advisors and client relationships. Coburn Financial values an independent work environment, coupled with business transparency. We stand to be your single resource for comprehensive, fully integrated wealth management products and services for your clients.
As an advisor with Coburn Financial, you can expect an entrepreneurial, independent environment with the flexibility to build your practice without propriety sales requirements or restrictive covenants. We give our advisors full ownership of their businesses and client relationships. Coburn Financial advisors are offered two business models to select from – Employee or Independent. Under each advisor model, you will use our firm’s custodial affiliation, Fidelity Investments. We do not require a minimum account size nor do we dictate what an advisor may charge for advisory fees, within limits. You will have the freedom to serve all client types with a wide range of investment products. We are proud to offer some of the highest payouts in the industry- up to 90-percent for our independent advisors.
Our advisors are provided with industry-leading trading and reporting programs. Our technology systems include proposal generating features, research tools, along with financial planning software. Advisors also have the capability to add on integrated, third-party technologies at a discounted cost. On-demand training and practice management consultations are available through our custodial relationships.
Coburn Financial is looking for experienced financial advisors to join our firm. As an advisor with Coburn Financial, you can expect a professional, flexible, and enjoyable work environment, free of sales quotas and proprietary products. If you’re considering an independent model for your business, we have a track record of assisting advisors with transitioning their business to a fully independent operation. We are seeking advisors for both our Boston and Connecticut teams. Please feel welcome to contact us today at (617) 517-0431. All discussions are confidential.
To learn more, please click the link here: Working with Coburn Financial