Build a licensed financial advisor career — part-time or full-time.
You’re here because someone thought you’d be a great fit. This page walks you through who we are, the size of the opportunity, how advisors are compensated, and how our tools make it all simple. Watch at your own pace — when you’re ready, you can get started below.
Welcome to RMJ Advisory
Start here for a quick overview of who we are, who we serve, and how this opportunity fits into the bigger picture.
The Six-Part Advisor Introduction Series
Click each segment below to explore the opportunity in depth — from who we are and how advisors are compensated, to the systems and support that help you succeed.
Segment 1
Who We Are
Meet RMJ Advisory, our story, and our approach with clients.
Segment 2
The Financial Services Market
Why the market is massive — and why trusted guidance matters.
Segment 3
Financial Concepts
The core concepts we teach clients — simple, practical, actionable.
Segment 4
Compensation
How advisors earn active income and build long-term recurring revenue.
Segment 5
Marketing Technology
The tools and automation that keep follow-up and organization simple.
Segment 6
Getting Started
What onboarding looks like and how you move from interest to action.
Bonus Videos
Expand to watch any bonus topic. (Keeps the page fast + easy to scan.)
Bonus
SalesTeamPro Overview — What Is SalesTeamPro?
A high-level tour of the platform and why it matters.
Deep Dive
SalesTeamPro Deep Dive
Exactly how referrals are tracked, communication flows, and results show up.
Bonus: 10 Steps to a Six-Figure Income
A practical roadmap for building consistent momentum — habits, systems, and activity that scale.
Bonus
10 Steps to a Six-Figure Income
A step-by-step blueprint you can start applying immediately.
Ready to Get Started?
Complete the short form below and our team will follow up with next steps, onboarding, and access to your tools and training.
Investment Advisory services offered through PKS Advisory Services, LLC, an SEC Registered Investment Advisory firm. Headquartered at 80 State Street, Albany, NY 12207. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. PKSA and PKS are affiliated companies. PKSA and PKS are not affiliated with Jackson National or American Funds.
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