Experienced Financial Advisor – Independence & Growth Opportunity. We seek experienced wealth advisors with an established, transferable book of business who want significantly better economics, operational efficiency, and a clear path to leadership—without giving up ownership of their clients.
Requirements
- Transferable book of business
- Established, successful financial advisor
- Experience in custodian platforms LPL and/or Schwab
- Strong client retention and an extensive relationship management track record
- Collaborative professionals who value flexibility and ownership
Benefits
- Opportunities for professional growth, learning, and development
- Access to Becker and LinkedIn Learning
- Robust benefits package
- Opportunities for leadership roles and potential equity participation
