Job Summary

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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: 169474

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Kylee Shimabuku

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Additional Information

At Goodwin Recruiting, our clients seek qualified candidates, and that is what we deliver. A person’s age, gender, race, color, marital or family status, national origin, disability, religion, veteran status, sexual orientation, gender identity has no bearing on whether they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We work hard to identify a broad slate of candidates for each of our clients, with many hiring success stories to share.

Kalyn joined Goodwin Recruiting with over a decade of experience in operations, leadership, and hospitality management. She’s known for her values-driven approach, strong team-building skills, and commitment to excellence. Kalyn’s experience across industries - ranging from medical and construction to hospitality and finance - has made her highly effective in full-cycle recruiting.