💼 About This Role

You'll transition your existing book of business to a higher-payout independent platform with true client ownership. You'll deliver comprehensive wealth management advice and collaborate with senior advisors to shape the firm's future. This opportunity offers elite payout of 60-80%+ without non-competes or forced production grids.

🎯 What You'll Do

• Transition your book of business to a new platform
• Maintain full ownership and control of client relationships
• Deliver comprehensive wealth management advice
• Collaborate with senior advisors and firm leadership

📋 Requirements

• Transferable book of business
• Experience as a financial advisor with client retention
• Familiarity with LPL and/or Schwab custodian platforms

✨ Nice to Have

• Book size of $20M–$100M+
• Located in OR, NY, NJ, FL, or CA

🎁 Benefits & Perks

• 📈 Elite payout 60-80%+
• 🏠 True client ownership – no non-competes
• 🚀 Scalable infrastructure to focus on clients
• 🎯 Leadership and equity potential
• 📚 Professional development via Becker and LinkedIn Learning

📨 Hiring Process

Confidential conversations encouraged, apply to start.