Senior Financial Advisor

This is a fully remote position, open to applicants in California, +5 more states.

📋 Description

• Transition your current portfolio to a more efficient platform with higher payout potential.

• Retain complete ownership and management of client relationships.

• Provide holistic wealth management guidance tailored to your clients’ requirements.

• Work collaboratively with other senior advisors and the firm's leadership team.

• Engage in mentorship, business development, or leadership opportunities based on your interests.

• Utilize centralized resources for operations, compliance, and technology.

⛳️ Requirements

• Financial or Wealth Advisors possessing a transferable portfolio.

• Wirehouse or bank advisors currently generating approximately 25–35% in earnings.

• Independent advisors facing challenges due to inefficiencies and limited opportunities.

• Professionals with a strong record of client retention and relationship management.

• Advisors driven by improved economics, autonomy, and long-term potential.

• Team-oriented individuals who appreciate flexibility and ownership.

• Experience within the LPL Financial and/or Charles Schwab environments.

• Preferred book size of $20M–$100M+ (not mandatory).

🏝️ Benefits

• Health, Dental, and Vision Insurance (with options for fully covered employee-only health and dental plans).

• Company-sponsored Life and Long-Term Disability Insurance.

• Additional benefits like supplemental life insurance and short-term disability options.

• Classic Safe Harbor 401(k) Plan with employer contributions.

• Opportunities for career advancement, learning, and development, including access to Becker and LinkedIn Learning.