Independent Financial Advisor
USA Remote (Nationwide)
- Primary Markets : IL, FL, ME, CA, TX (Expanding Nationally)
Compensation : Commission-Based (Unlimited Earning Potential)
Are you an experienced financial advisor looking for the freedom to grow your practice with the support of an established firm? Join us, an independent firm through LPL Financial, and gain access to industry-leading resources, dedicated support, and a collaborative network to help you succeed.
WHY JOIN US?
Navigating the complexities of running a financial practice can be challenging. That's why we provide our advisors with a suite of services designed to streamline operations, enhance client experiences, and drive business growth. While you remain independent, we offer a range of optional services to support your success.COMPREHENSIVE SUPPORT SERVICES :
Transition Support
Onboarding guidance & client communication strategyPersonalized marketing materials & LPL brochureClient profile setup & paperwork assistanceMoney movement monitoring & trade executionPractice Management
Transaction & cash managementAccount trading & scheduling assistanceCase management & annuity order entryModel rebalancing & life insurance underwritingTechnology & Compliance
CRM & financial planning toolsCloud storage system & scheduling softwareOSJ Compliance & branch office setupSocial media monitoring & CE remindersPractice Growth
Access to qualified leads & local partnershipsBrand-building support & networking opportunitiesTraining sessions & an annual conferenceClient Service Support
Account setup & client profile managementBeneficiary updates & statement requestsInternal service team support for streamlined operationsWHO WE'RE LOOKING FOR :
We're seeking motivated, client-focused financial advisors who are passionate about helping individuals achieve their financial goals. This role is ideal for experienced advisors who thrive in a commission-based environment and value the flexibility of an independent practiceLOCATIONS :
We are actively growing in Illinois, Florida, Maine, California, and Texas , but we welcome candidates nationwideWe never take ownership of your clients or lock your clients into products that would keep you stuck in the future - our business model focuses' on TRUE PARTNERSHIP.
Ready to take your practice to the next level? Apply today and let's build success together!
We are an equal opportunity employer, and we are an organization that values diversity. We welcome applications from all qualified candidates, including minorities and persons with disabilities.
req24-01321
