Experienced Financial Advisor (Finance)

TL;DR

Experienced Financial Advisor (Finance): Managing and transitioning an existing book of business to a high-payout independent platform with an accent on comprehensive wealth management and client relationship ownership. Focus on scaling practice revenue, leveraging custodian platforms like LPL and Schwab, and delivering tailored financial advice.

Location: Remote (Strong preference for candidates local to OR, NY, NJ, FL, IL, or CA)

Compensation: $150K - $600K+ (On-Target Earnings)

Company

A rapidly growing accounting and financial platform backed by leading venture capital, providing high-efficiency infrastructure for wealth advisors to scale their practices.

What you will do

• Transition an existing book of business to a more efficient, higher-payout platform.
• Maintain full ownership and control of client relationships without non-compete constraints.
• Deliver comprehensive wealth management advice aligned with client needs.
• Collaborate with senior advisors and firm leadership on growth initiatives.
• Engage in mentorship and leadership opportunities to shape the firm's future.

Requirements

• Possession of an established, transferable book of business.
• Proven experience using custodian platforms such as LPL and/or Schwab.
• Strong track record of client retention and relationship management.
• Must be based in or local to OR, NY, NJ, FL, IL, or CA (strongly preferred).

Nice to have

• Manageable book size between $20M and $100M+.

Culture & Benefits

• Elite payout structure ranging from 60% to 80%+.
• True client ownership and autonomy over the practice.
• Comprehensive health, dental, and vision insurance (with some fully paid options).
• Classic Safe Harbor 401(k) plan with employer contributions.
• Access to professional development tools including Becker and LinkedIn Learning.