Careers at The Pitti Group
Build your practice. Keep your independence. Have a team behind you.
The Pitti Group Wealth Management is a boutique, fiduciary RIA based in Victor, NY, built by advisors, for advisors.
Built by advisors, for advisors.
What if you could grow your book, increase your earning potential, and build the practice you actually want without having to build the infrastructure yourself?
We give experienced advisors the flexibility to join an established practice or build their own brand, while providing the technology, compliance, operations, marketing, and support needed to run a successful wealth management business.
You bring the relationships and ambition. We help provide the platform to turn them into a bigger business.
Two Ways to Build Your Future
Whether you want to grow within an established brand or finally put your own name on your business, you can choose the path that fits you.
Join The Pitti Group
Plug into an established business with the infrastructure and resources to help you grow immediately.
You’ll have access to:
- An established brand and reputation
- A referral network
- Leads from FINNY, Robinhood, and existing clients
- Marketing, podcasts, a lead-generating website, and technology resources
- An experienced support team
- A collaborative advisor environment
You don’t have to start from scratch.
Build Your Own Brand
Want your own name, identity, and client experience? You can build your practice under your own brand while leveraging The Pitti Group’s infrastructure behind the scenes.
You maintain your identity and independence while we help provide:
- RIA infrastructure
- Compliance
- Technology
- Operations
- Back-office support
- Financial planning tools
- Client service resources
- A succession plan when and if needed
Your brand. Your relationships. Your business with our infrastructure behind you.
A Better Way to Transition
Changing firms shouldn’t mean putting your income or your client relationships at risk.
We are committed to making your transition as smooth and financially comfortable as possible.
Financial Transition Assistance
We can help bridge the financial gap during your transition, giving you the confidence to make a move without feeling like you’re sacrificing your current income.
White-Glove Transition Support
Do you like your custodian? In most cases, we can work with you to keep your custodian in place. Otherwise, our team helps manage the details, from ACAT paperwork and client re-papering to account transfers and operational logistics.
You focus on your clients. We focus on the transition.
Your Success Should Be Rewarded
We believe advisors should be rewarded for the business they build.
Our platform offers one of the most competitive payout structures in the industry, with the advisor responsible for applicable overhead. For other structures, compensation can be tailored around your production level, to include salary, plus revenue/bonus, responsibilities, and business model.
The more you grow, the more opportunity you have to benefit from that growth.
The Technology to Compete at a Higher Level
You shouldn’t have to spend your time piecing together technology systems. We’ve built a modern technology stack designed to help advisors work more efficiently and deliver a better client experience.
Slant CRM
A modern CRM utilizing AI to help manage client relationships, workflows, follow-ups, and communication in one place.
Lead-Generating Website
Interactive digital tools and lead magnets, including Social Security, Roth conversion, and Medicare analyzers, designed to attract prospects and generate qualified opportunities.
eMoney Financial Planning
Industry-leading financial planning technology that allows you to create sophisticated, visual plans that make complex financial decisions easier for clients to understand.
Zoom Phone & Video
Integrated communication tools that provide a professional client and prospect experience whether you’re in the office or working remotely.
A Complete Wealth Management Platform
You shouldn’t have to send clients somewhere else for every financial need. Our platform gives advisors the ability to build deeper relationships and serve more of the client’s financial life.
Fiduciary, Fee-Based RIA
Operate within a transparent, modern fee-based structure designed around putting the client’s interests first.
Investment Flexibility
Use our model portfolios, build your own strategies, or combine both. Your investment approach doesn’t have to fit into a one-size-fits-all model.
Insurance & Medicare
Expand your value proposition with supported Medicare and insurance capabilities alongside your advisory practice.
More solutions. Deeper relationships. Greater opportunity.
Spend Less Time Running a Business. More Time Growing One.
The administrative side of running an advisory practice can become a second full-time job. We help take that burden off your plate.
Compliance Support
A dedicated compliance framework and support structure help you operate confidently without having to navigate the regulatory burden alone.
Operations & Back Office
Support with the day-to-day infrastructure that keeps your practice running efficiently.
HR & Administrative Support
Depending on your structure, access to payroll, benefits, administrative support, and other resources designed to help you focus on growth.
A Team That Wants You to Win
Joining an RIA shouldn’t mean you’re on an island.
At The Pitti Group, you’re joining a team of advisors and professionals who understand what it takes to build a successful practice. We believe the best advisor relationships are built on collaboration, transparency, and shared success.
Depending on your structure, opportunities may include:
Your Practice. Your Clients. Your Future.
You didn’t become an advisor to spend your career fighting with paperwork, technology, compliance, and administrative tasks.
You became an advisor to build relationships, help people make better financial decisions, and build a successful business.
The Pitti Group Wealth Management gives you the platform, resources, and flexibility to do exactly that.
Let’s Build Something Bigger
Whether you’re ready to make a move, looking for a better platform, or dreaming about building your own practice, let’s talk about what your next chapter could look like.
Start a Conversation →Prefer to talk now? Call (585) 337-4000