Broker Check

Join The HPCG Team

Join Our TeamEmpowering Financial Advisors

At High Point Capital Group, we believe in fostering a culture of excellence, collaboration, and growth, and we are committed to providing our advisors with the support, resources, and opportunities they need to succeed.

Why Join High Point Capital Group?

Why Join High Point Capital Group?

  • Exceptional Support

    As a financial advisor at High Point Capital Group, you'll have access to unparalleled support, including personalized coaching, robust technology platforms, compliance assistance, and marketing resources.

  • Client-Centric Approach

    We prioritize building strong, long-lasting relationships with our clients, and we empower our advisors to deliver tailored financial solutions that meet their unique needs and goals.

  • Continuous Learning

    We believe in lifelong learning and professional development. Our ongoing training programs, workshops, and industry events ensure that our advisors stay at the forefront of industry trends and best practices.

  • Collaborative Environment

    High Point Capital Group fosters a collaborative and inclusive work environment where ideas are valued, and teamwork is encouraged. Our advisors benefit from sharing insights, experiences, and strategies with their peers.

  • Opportunity for Growth

    We provide our advisors with opportunities for career growth, advancement, and recognition. Whether you're looking to expand your client base, take on leadership roles, or explore new areas of expertise, we support your aspirations.

  • Succession & Continuity Planning

    At High Point Capital Group, we believe that having a plan in place is one of the most important things you can do for your business and family. From Day 1, we make sure every advisor has a plan in place.

Transition Made Easy

At High Point Capital Group we want to ensure you have a smooth transition. We assist in all areas of the transition process.

We understand that transitions in the financial industry can be daunting, whether it's entering retirement, changing firms, or selling a practice. That's why we offer a comprehensive suite of transition services designed to alleviate the stress and uncertainty of these pivotal moments.

From personalized succession planning and practice valuation to seamless client transition and ongoing support, our team is dedicated to guiding advisors through every step of the process. With our expertise and resources, advisors can confidently navigate transitions, ensuring a smooth and successful journey to their next chapter.

High Point Capital Group’s
Onboarding Process

Develop A Strategy
01

Meet Our Team

We'll help create a detailed plan for every aspect of your transition, tailored to your unique practice & situation.

Meet Our Team
02

Develop a Strategy

Our team will help create that seamless transition you need.

Update Your Marketing Materials
03

Update Your Marketing Materials

We will help you get new business cards, stationery, client letters and more all compliance approved and ready to use Day 1.

Transfer Registrations & Insurance Appointments
04

Get Ready to Move

We'll provide hands-on training regarding client paperwork requirements for you and your team.

Get Ready To Move
05

Transfer Registrations & Insurance Appointments

Our team will help you move registrations, transfer insurance appointments, and more, ensuring nothing is overlooked during the transition process.

Make It Official
06

Make It Official

End your relationship with your previous Broker-Dealer and begin writing new business with HPCG.

Enjoy On-Site Training
07

Enjoy On-Site Training

Prepare for success at HPCG with personalized training and support right at your office.

Continue Doing What You Love Most
08

Continue Doing What You Love Most

With the continued support of HPCG, continue doing what you love the most – maintaining your business and relationships with your clients.

Meet our Back Office
– Osaic Wealth, Inc. 

11,000+

Affiliated Financial Professionals

33.4%

Women Financial Professionals

$700B+

Assets Under Administration

2,500+

Home Office Support Staff Members


Benefits of scaleAs part of one of the largest networks of financial professionals, you get access to the industry's best resources at Osaic Wealth Inc.


Support & Service

Osaic offers over 2500+ team members that span four time zones and bring a deep level of expertise and care to every interactive


Technology

Eliminate hassles with integrated, user-friendly digital and mobile solutions for both you and your clients


Supervision

Navigate the industry’s shifting regulatory landscape with customized training, resources, and systems that make it easy to stay compliant


Cybersecurity

Protect your clients and your business with tools, resources and insurance, all backed by a staff of 30 cybersecurity experts

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