Financial Advisor - OR, NY, NJ, FL, or CA

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