About The Role

Independent Financial Advisor — succession opportunity
Full-time book of business transition, 4–6 year timeline

About the opportunity

We are a well-established independent financial advisor practice looking for a motivated, seasoned advisor to join our team with a clear path to owning and operating our existing book of business. This is a rare opportunity for the right person to step into a thriving practice, build meaningful client relationships, and take full ownership over a structured 4–6 year transition period.

If you're an experienced advisor who is entrepreneurial at heart, values long-term client relationships, and is ready to build something of your own — this role was designed for you.

What you'll do

Manage and grow an existing client portfolio, providing comprehensive financial planning and investment advice
Work closely with the current advisors through a structured knowledge and client transition process
Develop and execute personalized financial strategies aligned with each client's goals and risk tolerance
Build trust with existing clients and expand the practice through referrals and networking
Maintain full compliance with regulatory requirements and industry best practices

What we're looking for

Minimum 5 years of experience as a licensed financial advisor
Demonstrated track record of client retention, growth, and relationship management
Strong self-motivation and the drive to work independently with minimal oversight
Genuine interest in eventually owning and operating an independent financial practice
Excellent communication and interpersonal skills — you build trust naturally
Current and in good standing with all applicable licensing requirements

Nice to have

CFP® (Certified Financial Planner) designation — strongly preferred and considered a significant asset
Experience with financial planning software and CRM platforms
Existing professional network or demonstrated ability to source new client

What's we offer

A clearly defined succession plan with full ownership transition over 4–6 years
Competitive compensation structure tied to book performance and growth
Mentorship and knowledge transfer from seasoned advisors committed to your success
Flexibility and autonomy in how you manage and grow your practice

Ready to take the next step?

If you're an experienced, self-driven advisor looking for more than just another job — this is your chance to build something lasting. Send your resume and a brief cover letter outlining your experience and your vision for your practice to [email hidden]. We look forward to a confidential conversation.