Financial & Wealth Advisor — Practice Growth, Partnership & Succession

Financial & Wealth Advisor — Practice Growth, Partnership & Succession

Company: HireNow Staffing (Direct Placement Partner)
Location: Opportunities Across the United States
Opportunity Type: Advisor Affiliation / Practice Transition
Required Book of Business: At least $30 million in assets under management, subject to the receiving firm's requirements

HireNow Snapshot

HireNow Staffing is connecting established financial and wealth advisors with firms that can support the next stage of their business.

Whether you want stronger operational support, resources to grow your practice, a team-based environment, or a succession strategy, this ongoing search offers opportunities to explore structures aligned with your goals.

This opportunity is intended for established advisors with an existing client book they can transition. It is not a conventional salaried opening for candidates seeking to enter financial advising or build a book from scratch.

Individual advisors, partners, and small advisory teams are encouraged to explore their options.

HireNow Package

• Compensation: Individually structured around the advisor's existing business, revenue, assets under management, and selected affiliation model.
• Salary: A base salary may be available under certain arrangements; it is not guaranteed.
• Incentives: Any transition incentives, bonuses, or revenue-sharing terms will be discussed for the specific opportunity.
• Potential Support: Depending on the firm, options may include office facilities, support staff, marketing resources, operational assistance, compliance support, and benefits.
• Practice Growth: Opportunities may include support for organic growth, team expansion, or acquisition strategies.
• Succession Planning: Some firms offer structures that support a future transition or sale of the advisor's practice.
• Location: Nationwide opportunities, with local options explored where available.
• Relocation: Generally, not necessary when a suitable local opportunity is available.

The supplied listing includes an $80,000–$100,000 salary range and 70% bonus potential but also states that this is not a salary-dependent search. Those figures require clarification and should not be treated as a confirmed compensation offer.

Who This Opportunity Is For

This search is suited to established advisors who:

• Manage an existing client book of at least $30 million in AUM; some opportunities may require $40 million or more.
• Can bring existing client relationships to a new firm, subject to applicable agreements, client decisions, and transition requirements.
• Want to spend more time serving clients and less time managing administrative responsibilities.
• Are evaluating a stronger support structure or a different affiliation model.
• Want resources to grow an independent practice or advisory team.
• Are exploring succession planning, a future exit, or a potential practice sale.

What You May Gain from a Transition

Depending on the selected firm and arrangement, opportunities may allow you to:

• Continue providing financial planning, portfolio management, and investment advisory services.
• Access operational and administrative resources that support client service.
• Work with a broader team while maintaining meaningful responsibility for client relationships.
• Explore marketing and business-development support.
• Evaluate options for building practice value and planning for long-term continuity.
• Discuss partnership, acquisition, or succession structures suited to your business goals.

Specific responsibilities, economics, and ownership terms will vary by firm.

Required Candidate Profile

• Currently based in the United States.
• An established financial or wealth advisory practice with at least $30 million in assets under management.
• An existing client book that can potentially transition to a new opportunity.
• No contractual restrictions that prevent the proposed transition; any non-compete, non-solicitation, or other relevant agreements must be disclosed for review.
• No recent termination from another advisor role, consistent with the supplied client screening criteria.
• Willingness to discuss current registration, licensing, practice structure, and business objectives.
• Clear interest in a practice transition, affiliation, growth partnership, or succession arrangement.

HireNow Checklist — Candidate Screening Questions

1. Do you currently manage a client book with at least $30 million in AUM?
2. What is your total AUM, and approximately how much could potentially transition with you?
3. Do you operate through your own Registered Investment Adviser firm, serve as an investment adviser representative, or work under another advisory structure?
4. What securities registrations or professional licenses do you currently hold?
5. Are you subject to a non-compete, non-solicitation agreement, or another restriction affecting a transition? If so, please explain.
6. Where are you currently located, and what geographic limitations or preferences do you have?
7. Are you exploring opportunities individually, with a partner, or as part of an advisory team?
8. What would you most like to achieve: stronger support, practice growth, a different affiliation model, succession planning, or another objective?
9. Have you recently been terminated from an advisory role?
10. What is your preferred transition timeline?

HireNow Standout Candidates

Strong candidates can clearly explain the size and structure of their practice, the client relationships they manage, their transition considerations, and what they want from their next firm.

The goal is to identify a suitable business arrangement—not simply match an advisor to a job title. A clear understanding of your priorities helps determine which opportunities are worth exploring.

Candidate Location Requirement

HireNow Staffing is accepting U.S.-based candidates only for this search. Opportunities are available across multiple U.S. markets, so advisors are not limited to Southport, Connecticut. Local availability and working arrangements will be discussed individually.

Apply

Explore opportunities at HireNow Staffing. Please include your current location, approximate AUM, advisory structure, and primary reason for considering a transition. Do not include confidential client names or account information in your initial application.

A recruiter will contact qualified candidates by phone to discuss their goals and help arrange an introduction to a client firm when expectations and requirements align.

HireNow Staffing Disclaimer

HireNow Staffing acts as a direct placement and recruiting partner. Candidate information is handled confidentially throughout the recruitment process. Firm availability, compensation, incentives, support resources, and eligibility requirements vary by opportunity. Submission does not guarantee an introduction, affiliation agreement, employment offer, or practice acquisition.

Your Journey. Our Priority.

https://hirenowstaffing.com