Job Description
Job Description
Job Title : Financial Advisor / Wealth Advisor
Location : Nationwide (Onsite)
Salary Range : $80,000 - $100,000
About the Role :
This is a unique and ongoing recruitment opportunity for seasoned financial advisors looking to make their next move. As a Financial Advisor or Wealth Advisor, you will provide comprehensive financial planning and investment management services to clients across the U.
S. Your clients will range from individuals looking to grow their savings, plan for retirement, or create passive income streams.
This is not a traditional job role it's a business opportunity designed for established Registered Investment Advisors (RIAs) with their own client base who are seeking more support, succession planning options, or growth opportunities.
Key Responsibilities :
- Develop tailored investment portfolios and strategies to help clients achieve their financial goals.
- Provide expert financial advice on topics like retirement planning, wealth management, and portfolio diversification.
- Maintain strong client relationships by offering personalized service and regular portfolio reviews.
- Focus on business development and bringing on new clients without the back-office headaches of compliance and administration.
Requirements :
- Must have an established client portfolio with a minimum of $30-40 million in AUM.
- 20+ years of experience in the financial advisory industry.
- Registered Investment Advisor (RIA) with the appropriate licenses and certifications.
- Must not have been recently terminated or have any legal encumbrances such as non-competes or non-solicits.
- Seeking support for business growth, compliance management, or succession planning.
- Open to exploring opportunities with Firm, including joining a larger practice, accessing Class A office facilities, and benefiting from a well-structured support team.
Why Join Us :
- Support structure that allows you to focus on what you love : client acquisition and portfolio management.
- The opportunity to continue growing your business with a team that supports expansion and client retention.
- Flexible office locations in major U.S. cities no need to relocate.
- Succession planning and exit strategies available for advisors nearing retirement.
Next Steps :
Interested candidates with a strong book of business and a passion for growth are encouraged to schedule a call to discuss potential opportunities.
Contact : Elizabeth Cuevas
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