Financial Advisor

Advisor PositionOur client helps advisors deliver comprehensive, personalized wealth strategies to clients of all backgrounds. Advisors serve high-net-worth individuals, families, and institutions, providing expertise across:Financial and estate planningInvestment management and private fundsInsurance and business solutionsPhilanthropic and legacy planningAdvisors are supported by an experienced leadership team, cutting-edge technology platforms, and a culture rooted in integrity, innovation, and collaboration.ResponsibilitiesAs an experienced advisor or planner, you will:Build and deepen long-term client relationships using a holistic, client-first model.Deliver tailored advice across financial, investment, and estate planning disciplines.Collaborate with regional directors and partner teams to deliver comprehensive client outcomes.Leverage Proxy's integrated platform and resources to scale your practice efficiently.Benefits/PerksAdvanced Technology & AI Tools: CRM, planning, investment management, analysis, marketing automation, and note-taking platforms.Marketing & Lead Generation Support: Strategic partnerships and referral network of 150+ professionals.Independence & Flexibility: Build your ideal practice without asset minimums.Collaborative Network: Work with experts across planning, investments, insurance, and business services.Regional Growth Opportunities: Support in emerging and established hubs across the U.S.Eligible for Recruit BonusQualificationsMinimum Requirements$250K+ trailing-12 production for two consecutive years (any mix of AUM, insurance, or fee-based business).Series 65 and Life & Health licenses required (minimum).3+ years of experience in financial advising or planning.Proven ability to independently conduct data-gathering, planning, and client onboarding.Strong communication and relationship management skills.Ideal Profile$30M–$75M AUM (as an experienced advisor).Collaborative and self-aware—knows when to engage specialists.Growth mindset with a motivated commitment to long-term client success.Proxy Regional FocusWe are actively building and expanding in key markets, including:CA (East Bay, Los Angeles, Orange County, San Diego) | AZ (Phoenix) | TX (Dallas, San Antonio) | FL (Orlando, Miami, Pensacola) | NY (New York).