For Financial Insitutions

Carrera Financial provides third-party program administrative support for financial institutions seeking to offer financial services to their clients. Our leadership team possesses extensive experience in start-up wealth management program launches, program re-engineering, and expertise in augmenting programs with ancillary services. Carrera Financial provides:

• Field support from licensed individuals
• Supervisory & Administrative Program Support
• Licensed Banker Program support and training
• Comprehensive, objective financial planning services
• Training for personnel in identification and referral activities
• Ancillary client services including life insurance

And through LPL Financial, institutions benefit from robust technology, open architecture, and the ability to create fee-income revenue produced from referred client engagement.

For professional practices such as CPAs or attorneys, Carrera Financial provides consultative guidance and revenue-sharing arrangements for firms seeking to introduce their clients to financial planning, life insurance, managed account, and alternative investing strategies.