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.
Numbers & Facts
Location
New Orleans, Louisiana
Skills
Administrative Skillsunmatched
Communication Skillsunmatched
Customer Relationsunmatched
Entrepreneurshipunmatched
Financial Planningunmatched
Financial Strategyunmatched
High Net Worthunmatched
Series 66unmatched
Series 7unmatched
Strategic Planningunmatched
Wealth Managementunmatched
🎯
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