Job Description
Job Title: Financial Representative – Boutique Financial Services Practice Location: Flexible / Remote options available About the Practice: Join a boutique financial services practice specializing in advanced tax and risk mitigation strategies, tax-favored accumulation planning, and private wealth solutions for high-income individuals and business owners. The firm proudly aligns with a top 5 independent broker-dealer, providing extensive product access, integrated technology, and compliance support without compromising advisor independence. Role Overview: The ideal candidate is an experienced financial representative seeking autonomy, a competitive payout structure, and full ownership of their investment book of business. This opportunity is ideal for professionals ready to align with a growth-focused independent practice that prioritizes client value creation, long-term wealth strategies, and advanced tax integration. Key Responsibilities: • Deliver holistic financial planning focused on tax efficiency, asset protection, and accumulation strategies. • Build and manage a client base with a consultative, relationship-driven approach. • Collaborate with our advisory and tax teams to design and implement coordinated client strategies. • Maintain compliance with broker-dealer and industry regulations while leveraging firm resources for scalability. Candidate Requirements: • Minimum 3 years of financial services industry experience. • Documented annual production exceeding six figures. • Active FINRA series licenses and state insurance credentials. • Entrepreneurial mindset with a client-first approach to advisory relationships. • Desire for professional autonomy and long-term partnership potential. What’s Offered: • Hyper-competitive commission structure. • Full 100% ownership of your investment book of business. • Strategic support for marketing, practice management, and growth initiatives. • Access to a top 5 independent broker-dealer platform and exclusive planning resources. • Opportunity to build equity in a financial services practice with an established nationwide footprint. If you’re an established advisor seeking greater independence, advanced tax integration capabilities, and a performance-driven environment, we invite you to start a confidential conversation. Job Types: Full-time, Contract Pay: From $100,000.00 per year Benefits: • 401(k) • 401(k) matching • Dental insurance • Flexible schedule • Health insurance Application Question(s): • Do you have a valid securities license or the interest in pursuing licensing? Experience: • Financial Services Industry: 3 years (Required) License/Certification: • insurance license (Required) Work Location: Remote Apply tot his job
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