Senior Wealth Advisor

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Independent Financial Advisor

A true ownership path for advisors who want autonomy, flexibility, and long‑term enterprise value.

Role Overview

This model is for entrepreneurial advisors who want full control of their practice while leveraging a nationally recognized wealth management platform. Advisors operate as independent business owners with complete authority over branding, staffing, expenses, and client experience.

Key Responsibilities

·       Lead and grow an independent advisory practice with full decision‑making authority.

·       Deliver goals‑based financial planning and sophisticated wealth strategies to HNW households.

·       Build your client base through referrals, COIs, digital marketing, and local market presence.

·       Manage your own P&L, staffing, and long‑term business strategy.

·       Create equity value through ownership of your practice.

Compensation

Earnings vary based on production. Typical advisor earnings range from $150,000 – $600,000+, with top producers exceeding $1M.

Payouts generally fall between the low 70s and low 90s, depending on production tier.

Support & Resources Provided

·       Competitive payouts typically ranging from the low 70s to low 90s, depending on production.

·       Multiple bonus and transition programs designed to support onboarding and early growth.

·       A modern technology stack built for efficient planning and client management.

·       National marketing resources and client acquisition tools.

·       Access to advisor communities, mentorship, and leadership development.

Ideal Candidate

·       5+ years of advisory experience with a transferable book.

·       Entrepreneurial mindset with a desire for autonomy and ownership.

·       Strong planning orientation and proven ability to manage HNW relationships.

·       Clean compliance record and commitment to fiduciary‑minded advice.

JOB ID: 177906

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Trish Boyd

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