First Name
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Last Name
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Phone
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Email
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LinkedIn Profile URL
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Address
Street Address
Country
Country
State
City
Postal Code
Are you legally authorized to work in the U.S.?
*
Yes
No
Advisor Type
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Seasoned Advisor
Emerging Advisor
Professional Background
Years as a Financial Advisor
*
0–2
3–5
6–10
10+
Certifications
*
CFP
CFA
CPA
JD
Current Firm / Channel
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Current Registration
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Approximate AuM
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Brief Summary of Your Background
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Primary Client Type
Upload Resume (PDF / DOC)
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Upload Cover Letter (Optional)
Why are you interested in Stevens Capital?
*
What are you hoping to gain from a partnership?
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What area of finance or investing are you most interested in?
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Timeline for a potential transition
Immediately
3–6 months
6–12 months
Just exploring
Are you open to relocation or hybrid work if required
*
Yes
No
Depends
Anything else you’d like us to know?
I confirm the information provided is accurate.
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