Administrative Skills, Communication Skills, Customer Relations, Entrepreneurship, Financial Planning, Financial Strategy, High Net Worth, Series 66, Series 7, Strategic Planning, Wealth Management
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.