Financial Advisor

Senior Financial Advisor - Remote/Hybrid

Opportunity Overview

Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and supportive platform.

This opportunity is ideal for advisors looking for:

• Greater control over income
• More time focused on client relationships
• Less administrative responsibility
• Resources to support continued growth

Responsibilities

• Manage and grow an existing client base
• Build and maintain long-term relationships with high-net-worth clients
• Develop personalized financial strategies
• Identify opportunities to expand client relationships
• Focus on higher-value advisory services

Qualifications

• 10+ years of wealth management experience
• Active Series 7 license required
• Series 66 preferred
• Established book of business preferred
• Strong client relationship and communication skills
• Growth-focused and entrepreneurial mindset

What's Offered

• 65% payout structure
• Flexible 1099 or W2 options
• Remote/hybrid flexibility
• Benefits available for W2 employees
• Transition and sign-on support
• Strong operational and back-office support
• Ability to focus on growing your advisory practice

Ideal Candidate

An experienced advisor who wants independence with infrastructure, stronger support, and the ability to scale their business.