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Financial Advisor — Branch
A supported, structured environment for advisors who want stability, collaboration, and strong operational backing.
Role Overview
This model is designed for advisors who prefer a W‑2 structure with access to leadership, coaching, and a team‑based culture. Advisors focus on delivering comprehensive planning while leveraging a full suite of marketing, technology, and operational resources.
Key Responsibilities
- Provide holistic financial planning to HNW and mass‑affluent households.
- Build and deepen client relationships through a planning‑first approach.
- Partner with leaders, specialists, and fellow advisors in a collaborative branch environment.
- Grow your book through referrals, events, networking, and structured business development.
- Utilize a modern technology platform to streamline client service and planning.
Compensation
Total first‑year earnings typically range from $105,000 – $335,000, including:
- Base salary: $75,000 – $140,000
- Performance‑based incentives: $30,000 – $195,000+
Support & Resources Provided
- Full operational support, including onboarding and transition assistance.
- Marketing resources and client acquisition tools.
- Leadership access, coaching, and professional development pathways.
- A stable, supportive environment — not a sink‑or‑swim model.
Ideal Candidate
- 5+ years of advisory or wealth management experience.
- Transferable AUM and strong client‑facing presence.
- Advisors seeking structure, collaboration, and reduced operational burden.
- Strong planning orientation and relationship‑driven approach.
JOB ID: 177904
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Trish Boyd