Financial Advisor
A forward-thinking Registered Investment Advisory firm in the United States is redefining the way financial advisors build and manage their business. With a strong emphasis on independence, transparency, and long-term client relationships, the firm offers a refreshing alternative to the traditional, sales-driven model. Advisors benefit from a supportive infrastructure, senior-level mentorship, and the freedom to focus on what truly matters: their clients.
Responsibilities
- Operate as an independent Financial Advisor, managing and growing your own book of clients.
- Deliver tailored investment strategies and holistic financial planning solutions.
- Leverage the firm's platform and resources to enhance client service and operational efficiency.
- Maintain full ownership of client relationships while receiving ongoing strategic support.
Key Qualifications
- Registered Investment Advisor (RIA) or equivalent licensing in the U.S.
- Proven experience managing client portfolios and delivering financial advice.
- Entrepreneurial mindset with a desire for autonomy and long-term growth.
- Strong ethical foundation and commitment to fiduciary responsibility.
Benefits
- Up to 80% revenue share, with 80% guaranteed for the first three months.
- Full remote flexibility with no geographic restrictions.
- Ongoing support from a highly experienced senior banker.
- Access to a robust platform with compliance, operations, and marketing support.
- A culture that values independence, integrity, and long-term client relationships.
This is an opportunity for advisors seeking more than just a payout - it's a chance to build a business on your own terms, with the backing of a firm that respects your independence and supports your vision. If you're ready to take control of your practice and align with a values-driven advisory model, we welcome your interest
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your resume so you can be considered for roles that have yet to be created.
Yes, we help with resume and interview preparation. From customized support on how to optimize your resume to interview preparation and compensation negotiations, we advocate for you throughout your next career move.