Looking for one Financial Advisor | Established Book of Business | Potential Long-Term Succession Opportunity This could be the opportunity of a lifetime. Our client is a highly successful, independent wealth management firm near Fairfield, New Jersey, seeking one experienced Financial Advisor to become a long-term member of the practice. This is not a production shop looking to hire multiple advisors. The owner is looking for one professional who wants to build a career, become a trusted partner, and ultimately have the opportunity to play a significant role in the firm's long-term succession plan. If you have built a solid practice but are tired of managing every aspect of the business yourself, this opportunity provides the infrastructure, support, and economics to help you focus on what you do best: serving clients and growing relationships.
Ideal Background:- Five or more years as a Financial Advisor
- Minimum of approximately $10 million in assets under management, with $15 million or more preferred
- Proven ability to build and retain client relationships
- Comprehensive financial planning approach (see below)
- Entrepreneurial mindset with a desire to continue growing
- What Makes This Opportunity Different
- Approximately 60% payout on your existing book
- An approximate check around .8% of assets
- Expected internal referrals of approximately $2-3 million in new client assets annually
- Dedicated in-house investment management so you can focus on advising clients instead of portfolio management and trading
- Established marketing support and planning technology
- No company-paid dedicated assistant initially. .Comprehensive financial planning environment serving high-net-worth clients
- Potential long-term opportunity to become the owner's successor
- Transition compensation can be structured to help offset any temporary income gap while assets are transferred
This opportunity is ideal for an advisor who has proven they can build a business and is now looking for a permanent home with an experienced advisor who is committed to investing in their long-term success.
All inquiries will be handled with complete confidentiality.
A full-service, holistic wealth management practice providing:
Comprehensive Financial Planning
Investment Management
Retirement Planning
Retirement Income Planning
Tax Planning & Tax Strategy
Estate & Legacy Planning
Trust Planning
Insurance & Risk Management
Wealth Preservation
Wealth Transfer Strategies
Cash Flow Planning
Social Security Planning
High Net Worth Wealth Planning
Multi Generational Wealth Planning
Coordination with CPAs and Estate Attorneys
