Experienced Financial Advisor

TL;DR

Experienced Financial Advisor (Wealth Management): Transition existing transferable book of business to higher-payout independent platform with an accent on comprehensive wealth management advice and full client ownership. Focus on delivering tailored client solutions, collaborating with senior advisors, and participating in firm growth initiatives.

Location: Remote, strongly prefer local to OR, NY, NJ, FL, IL, or CA

Salary: $150K - $600K+

Company

Independent advisor-first platform offering elite payouts, scalable infrastructure, and leadership opportunities as part of Crete Professionals Alliance.

What you will do

• Transition your established book of business to a more efficient platform
• Maintain full ownership and control of client relationships
• Deliver comprehensive wealth management advice aligned to client needs
• Collaborate with senior advisors and firm leadership
• Participate in growth initiatives, mentorship, and optional leadership roles

Requirements

• Transferable book of business with strong client retention
• Experience as financial/wealth advisor from wirehouse, bank, or independent firm
• Currently earning ~25–35% payouts seeking better economics
• Experience with custodian platforms LPL and/or Schwab
• Preference for location in OR, NY, NJ, FL, IL, or CA

Nice to have

• Book size of $20M–$100M+

Culture & Benefits

• 60–80%+ payout structure based on book size, uncapped earnings
• True client ownership with no non-competes on relationships
• Reduced admin friction via scalable infrastructure
• Professional growth via Becker and LinkedIn Learning
• Robust benefits package and inclusive workplace
• Potential equity and leadership for top performers