Financial & Wealth Advisor

Financial & Wealth Advisor Role:

Job Summary:

We are seeking experienced Registered Investment Advisors (RIAs) to partner with a leading independent broker-dealer in the U.S., which has a market cap of over $20 billion. This is an ongoing search for advisors who already have a successful practice, typically managing a client portfolio of $30-40 million or more.

If you're ready to focus more on serving your clients and less on operational challenges, we want to explore how we can support your goals. Let's discuss your current situation and future aspirations to see how we can help.

Requirements

Who We're Looking For:

• Advisors with 20 years in the industry who have built their own client base
• Candidates currently managing their own business or working with partners, seeking enhanced support and resources
• Individuals with a client portfolio of at least $30 million
• Individuals without recent terminations or restrictive non-compete agreements
  
  
  

Benefits

Why Join Us? Partnering with us offers substantial benefits:

• Support Structure: Advisors gain access to a comprehensive back-office support system, alleviating the burdens of compliance and administrative tasks
• Growth Opportunities: Advisors can expand their business with marketing and operational support, potentially leading to greater profitability and enhanced client service
• Succession Planning: For those considering retirement, we provide a pathway for transitioning their business and clients
• Convenient Locations: We have offices in every major city across the U.S
• Steady Inflow of Clientele: Our strong brand and extensive network ensure a consistent stream of potential clients
  
  
  

Key Benefits:

• Retain the majority of your income while accessing a full range of resources
• Options for office space, support staff, and a collaborative environment
• The potential for increased growth and business valuation