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Build or Scale Your Independent Advisory Practice with Full-Service Support
Are you an experienced advisor ready to take ownership of your business—without sacrificing infrastructure, support, or growth potential?
Our client offers a proven platform for advisors who want full autonomy, best-in-class resources, and a collaborative, values-driven environment. Whether you're launching your own firm or looking to scale an existing one, this opportunity offers the tools, guidance, and infrastructure to grow with confidence.
What’s Included:
- Complete ownership of your practice from day one
- Freedom to structure your business your way
- Build real equity you can sell or transition
- Full-service planning department
- Insurance strategies division
- Investment resources that save you time
- Back-office support that lets you focus on clients
- Resources and support provided to transition from commission dependency to recurring revenue stability
Who It’s For:
- Established advisors generating $250K+ in annual revenue (flexible for the right fit)
- Values-aligned professionals who want more freedom, support, and scale
- Licensed advisors (Series 7 & 66 or 63/65); CFP preferred
If you're feeling stuck in your current environment and ready to build a practice that reflects your vision, let's connect.
JOB ID: 172857
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Kylee Shimabuku