Financial Advisor
Location
California + 4 moreAll locations: California, Florida, New Jersey, New York, Oregon
Posted
12 days ago
Salary
$150K - $600K / year
Job Description
Job Requirements
- Financial / Wealth Advisors with a transferable book of business
- Wirehouse or bank advisors currently earning ~25–35%
- Independent advisors burdened by inefficiencies and lack of opportunity
- Those with strong client retention and an extensive relationship management track record
- Advisors motivated by better economics, autonomy, and long-term upside
- Collaborative professionals who value flexibility and ownership
- High-level professionals with experience in custodian platforms LPL and/or Schwab.
- Preferred (Not Required): Book size of $20M–$100M+
Benefits
- Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning
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