Financial Advisor
Financial Advisor
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1 Vacancy
Job Description
Are you a seasoned financial advisor with a successful book of business looking for better support succession planning or growth opportunities
We are seeking experienced Registered Investment Advisors (RIAs) and Wealth Advisors who manage a minimum of $30M AUM and are open to exploring new partnerships that provide enhanced backoffice support growth opportunities and succession planning.
Why Consider a Transition
Many independent advisors struggle with growing compliance demands operational inefficiencies and succession planning. By partnering with the right firm you can:
Retain the majority of your earnings while gaining access to toptier support
Reduce administrative burdens so you can focus on clients and business growth
Scale your practice faster through acquisitions marketing and operational backing
Plan for the future with structured succession planning and exit strategies
Join a wellrespected firm offering worldclass resources office space and technology
Ideal Candidate Profile:
Registered Investment Advisor (RIA) or Wealth Advisor
Minimum $30M AUM under management
Located in North America
No recent terminations noncompete or nonsolicit restrictions
Looking for a better support structure growth strategy or succession plan
Your Options:
We work with leading brokerdealers RIAs private wealth firms and banks across the U.S. to match advisors with the best possible structure for their business goals. Whether you want growth operational support succession planning or a higher business valuation we can help.
Lets discuss where you are in your business and what the ideal future looks like for you. Contact us today to explore your options.
SO
Employment Type
Full Time
