Job Details

Are you a highly experienced Financial Advisor with a proven track record of success? Our client is a boutique wealth management firm operating like a Family Office, seeking for motivated and independent 1099 Financial Advisors to join our growing team.

Why join us?

• Acquisition Opportunities: Their unique approach includes acquiring CPA firms, allowing their Financial Advisors to sell services to their existing client bases 17 . We also help advisors acquire books of business with a clear path to equity ownership.
• Growth Strategies: Our client provides firm-level "turnkey " seminar marketing libraries and can help you define the best strategies for success 19 . They can assist in growing your AUM both organically and through book acquisition.
• Team Collaboration & Succession: Whether you want to build a team or join an existing one, we support a holistic team approach. We can also assist with financing if you are interested in purchasing a book of business.
• Robust Resources: Benefit from our true open architecture and multiple contract options. We have a dedicated asset management division with four CFAs, approved portfolios, and in-house resources, as well as an internal Financial Planning team and a Case Design team to support your clients.
• Unrivaled Compensation: Our client has substantial capital, offering transition money and upfront compensation that is highly competitive.
• Family Office Structure: We operate with a Family Office type structure, providing comprehensive support for your practice.

• 5+ years of experience as a Financial Advisor
• Minimum $20 million in AUM
• Hold at least a Series 6/63/65 or 7/66 license