Requirements
- Financial / Wealth Advisors with a transferable book of business
- Wirehouse or bank advisors currently earning ~25–35%
- Independent advisors burdened by inefficiencies and lack of opportunity
- Those with strong client retention and an extensive relationship management track record
- Advisors motivated by better economics, autonomy, and long-term upside
- Collaborative professionals who value flexibility and ownership
- High-level professionals with experience in custodian platforms LPL and/or Schwab.
Nice to Have
- Book size of $20M–$100M+
- Located in the following states: OR, NY, NJ, FL, or CA
Benefits
- Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
- Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
- Company-Paid Life and Long-Term Disability Insurance
- Ancillary Benefits such as supplemental life insurance and short-term disability options
- Classic Safe Harbor 401(k) Plan with employer contributions
Work Arrangement
Hybrid — OR, NY, NJ, FL, CA
Additional Information
- Confidential conversations encouraged.
- Ready to elevate your career in an environment where your impact matters? Apply today.
