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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.
At Goodwin Recruiting, we are committed to our core values and providing world class customer service. We are committed to helping our clients navigate and comply with the complex and ever-changing labor laws as well as help ensure that in every hiring decision, internally and with our client partners, that all viable candidates are considered, and the most qualified candidate is offered the role. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share.
JOB ID: 163672
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Kylee Shimabuku