Wealth Management Advisor & Financial Planner

Are you a successful Wealth Advisor who has built a valuable client base—but feels like your current firm benefits more from that success than you do? This is an opportunity to join a growing independent wealth management firm offering something meaningfully different: substantially increased revenue-based compensation, true ownership of your book of business, significant growth potential, and a potential path to future ownership in the firm.

Why Advisors Will Want to Hear About This

• Substantially increased revenue compensation with the opportunity to directly participate in the value you create
• True ownership of your book of business and the client relationships you build
• Significant upside as your book grows
• Potential path to future ownership for the right long-term contributor
• Join a growing independent firm where you can have a meaningful impact on its future
• Opportunity to combine wealth management, investment strategy, and comprehensive financial planning
• Build long-term client relationships without feeling like just another producer inside a large institution

About the Role

You will serve as a trusted advisor to clients while developing comprehensive financial plans tailored to their goals. This is a true combination of relationship management and technical financial planning.

• Build, own, and deepen long-term client relationships
• Advise clients on investment decisions, portfolio strategy, and wealth management
• Develop comprehensive financial plans covering retirement, tax strategy, insurance, and estate planning
• Conduct detailed discovery and ongoing planning meetings
• Regularly review and update financial plans as client circumstances evolve
• Grow your book through relationships, referrals, networking, and community involvement
• Play an increasingly important role in the growth and future direction of the firm

Requirements

• CFP® required or within 12 months of completion
• Approximately 4–8+ years of wealth management, financial planning, or advisory experience
• Strong client relationship and business-development skills
• Ability to deliver detailed, comprehensive financial planning—not simply investment management
• Working knowledge of tax, retirement, insurance, and estate planning concepts
• Bachelor's degree in Finance, Business, Economics, or related field
• Entrepreneurial mindset with the desire to build a valuable long-term book of business

Benefits

• Medical, vision, dental, and life and disability insurance
• Company 401(k) plan eligibility