Job Description
Job Openings Financial Advisor (Registered Investment Advisors)
About the job Financial Advisor (Registered Investment Advisors)
Are you a seasoned financial advisor with a successful book of business looking for better support, succession planning, or growth opportunities?
- We are seeking experienced Registered Investment Advisors (RIAs) and Wealth Advisors who manage a minimum of $30M AUM and are open to exploring new partnerships that provide enhanced back-office support, growth opportunities, and succession planning.Why Consider a Transition?
- Many independent advisors struggle with growing compliance demands, operational inefficiencies, and succession planning.
- By partnering with the right firm, you can Retain the majority of your earnings while gaining access to top-tier support.
- Reduce administrative burdens so you can focus on clients and business growth.
- Scale your practice faster through acquisitions, marketing, and operational backing.
- Plan for the future with structured succession planning and exit strategies.
- Join a well-respected firm offering world-class resources, office space, and technology. Ideal Candidate Profile:
- Registered Investment Advisor (RIA) or Wealth Advisor
- Minimum $30M AUM under management
- Located in North America
- No recent terminations, non-compete, or non-solicit restrictions
- Looking for a better support structure, growth strategy, or succession plan Your Options:
We work with leading broker-dealers, RIAs, private wealth firms, and banks across the U.S. to match advisors with the best possible structure for their business goals. Whether you want growth, operational support, succession planning, or a higher business valuation, we can help.
Lets discuss where you are in your business and what the ideal future looks like for you. Contact us today to explore your options.
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