Financial & Wealth Advisors

Our client, a leading financial services provider with a national presence, is seeking experienced Financial & Wealth Advisors to join their dynamic teams. With offices in major cities across the U.S., the client offers a unique opportunity for candidates to work remotely, eliminating the need for relocation.

Responsibilities

Provide comprehensive financial planning and investment management services to clients.

Manage and grow a personal client portfolio with a minimum book of business of $30-40 million.

Collaborate with clients seeking professional management of their savings, retirement planning, and passive income strategies.

Client Base

Our client base consists of various Wealth Advisory Clients, including large broker dealers, RIA Custodians, Independent RIAs, Banks, and Private Wealth Advisory firms nationwide. Examples of clients include industry leaders such as LPL Financial, Momentum Wealth Partners, Essex Financial, Atlantic Wealth Partners, Alliance Bernstein, among others.

Candidate Profile

Possesses a minimum book of business of $30-40 million.

Has not been recently terminated from another advisor role.

Located in North America.

Not encumbered by a non-compete or non-solicit agreement.

May be an independent advisor seeking a supportive structure.

Interested in working with a team that provides an exit strategy or succession plan.

Open to collaboration with a group of advisors for marketing and operational support.

Key Qualities

Proven ability to bring existing clients into a new environment.

Strategic thinker with a focus on business growth and client service.

Understands the benefits of a strong support structure for operational efficiency.

Recognizes the potential for exponential business growth with proper support.

Consultative Approach

Engage with wealth advisors to understand their current business status, future goals, and ideal work situation. Provide customized options based on individual needs and circumstances.

Opportunities And Structures

Options may include base salary, benefits, office facilities, support staff, and compliance expertise.

Tailored solutions to address specific advisor situations and goals.

Potential for rapid business growth through acquisition and repositioning of assets.

Succession Planning

Educate advisors on the importance of succession planning and available options, enabling them to make informed decisions for a more profitable and stress-free future.

Employment Type: Full-Time