Role OverviewSeeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and supportive platform.
What You Will Do
Manage and grow an existing client base, build and maintain long-term relationships with high-net-worth clients, develop personalized financial strategies, and identify opportunities to expand client relationships.
Why It Might Be a Fit
Ideal for advisors looking for greater control over income, more time focused on client relationships, less administrative responsibility, and resources to support continued growth.
Requirements
- 10+ years of wealth management experience
- Active Series 7 license required
- Series 66 preferred
- Established book of business preferred
- Strong client relationship and communication skills
- Growth-focused and entrepreneurial mindset
Benefits
- 65% payout structure
- Flexible 1099 or W2 options
- Remote/hybrid flexibility
- Benefits available for W2 employees
- Transition and sign-on support
- Strong operational and back-office support
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