Wealth Management Advisor

Ideal Background: 8–10+ years of experience serving high-net-worth clients CFP® or equivalent licenses/certifications; CPA, CFA, or other designations a plus Background in RIA, private bank, or wirehouse environments Strong relationship management and planning expertise Leadership and growth mindset; team-first approach Portable book not required however would be a plus & easy transition to platform, ability to build/grow relationships is key - Net New Assets 60% split over 12-24 months have HIGH Bonuses & Revenue Multiples. RIA run by Practioners not PE money. Employee owned. Why This Platform Stands Out Team Infrastructure: Advisors are supported by dedicated planners, client service managers, portfolio specialists, and ops Growth Engine: Robust inbound lead channels, marketing support, and business development team Full-Service Platform: In-house tax, estate, trust, and investment solutions for true holistic advice Defined Partnership Track: Transparent path to equity and leadership for high-performing advisors Advisor-Centric Culture: Entrepreneurial, collaborative, and built for long-term advisor success

Compensation & Benefits: Competitive comp + incentives, 401(k) match, insurance, CE support, and more This is a rare opportunity to grow your practice with real support, earn your place in a national platform, and focus on what you do best: serving clients.