Financial Advisor — Established Book Required ($40M+ AUM) This opportunity is intended for established Financial Advisors only. To be considered, you must have: (1) a minimum of $40 million in current, transferable client assets under management, (2) a clean U4 with no disclosures or compliance issues, and (3) demonstrated ability to retain and grow client relationships. Procyon is a vibrant and growing wealth management platform comprised of a Registered Investment Advisor (RIA), Benefits, Tax and Risk practices. Candid – We tell it like it is in language you will understand.
Your role as a Financial Advisor is central to Procyon's growth. As a trusted expert and the face of the firm to your clients, you will drive new business, close new relationships, and deliver comprehensive, planning-led wealth management that produces exceptional outcomes. This role blends deep technical mastery across investments, planning, tax, and risk with the interpersonal skill to build trust, articulate value, and win. You will leverage Procyon's full platform—dedicated service, planning, investment, and specialist teams—to scale your practice while delivering a white-glove experience at every touchpoint. The ideal candidate is an accomplished, entrepreneurial advisor who is a genuine expert in the field, thrives on business development, and takes ownership of both client relationships and their own growth.
Minimum $40 million in current, transferable client assets under management (AUM) required. This posting is for an established advisor with an existing, portable book of business — not a developing or early-career advisor.
Clean U4 required — no disclosures, customer complaints, or regulatory/compliance actions of any kind.
Minimum 3 years of experience as a financial advisor, with a demonstrated track record of business development and closing new client relationships.
CFP, JD, CPA, or CFA strongly preferred; a genuine expert in financial planning, investments, and wealth strategy.
High personal character and integrity, with a clean compliance record.
CRM — Salesforce
Performance Reporting — Black Diamond
Financial Planning — eMoney, MoneyGuidePro, FP Alpha
This position will be working under the direct supervision of Procyon’s Chief Revenue Officer, Harry Kirkpatrick. The Financial Advisor will lead in the following ways:
Business Development & Client Acquisition
Build and execute a personal business development plan, leveraging referrals, and Procyon's marketing and PR efforts.
Develop Center’s of Influence through networking and events
Serve as the trusted lead advisor and subject-matter expert for your clients, delivering planning-led advice across investments, retirement, estate, tax, and risk.
Financial Planning & Wealth Strategy
Partner with the Financial Planning team to develop and present high-integrity financial plans
Provide strategic investment, retirement, estate, tax, and insurance guidance
Leverage Procyon's full platform—Client Service Associates, Investment Analysts, firm-managed portfolios, and the Tax, Benefits, Risk, and Trust divisions—to scale your practice.
We currently follow a hybrid work schedule, allowing employees to work from home on Mondays and Fridays and come into an office on Tues- Thurs for meetings, training, and idea-sharing better done in person. Travel : Up to 10% of the time between office and event locations
Full / Part-time : Full Time
Your role as a Financial Advisor is central to Procyon's growth. As a trusted expert and the face of the firm to your clients, you will drive new business, close new relationships, and deliver comprehensive, planning-led wealth management that produces exceptional outcomes. This role blends deep technical mastery across investments, planning, tax, and risk with the interpersonal skill to build trust, articulate value, and win. You will leverage Procyon's full platform—dedicated service, planning, investment, and specialist teams—to scale your practice while delivering a white-glove experience at every touchpoint. The ideal candidate is an accomplished, entrepreneurial advisor who is a genuine expert in the field, thrives on business development, and takes ownership of both client relationships and their own growth.
Minimum $40 million in current, transferable client assets under management (AUM) required. This posting is for an established advisor with an existing, portable book of business — not a developing or early-career advisor.
Clean U4 required — no disclosures, customer complaints, or regulatory/compliance actions of any kind.
Minimum 3 years of experience as a financial advisor, with a demonstrated track record of business development and closing new client relationships.
CFP, JD, CPA, or CFA strongly preferred; a genuine expert in financial planning, investments, and wealth strategy.
High personal character and integrity, with a clean compliance record.
CRM — Salesforce
Performance Reporting — Black Diamond
Financial Planning — eMoney, MoneyGuidePro, FP Alpha
This position will be working under the direct supervision of Procyon’s Chief Revenue Officer, Harry Kirkpatrick. The Financial Advisor will lead in the following ways:
Business Development & Client Acquisition
Build and execute a personal business development plan, leveraging referrals, and Procyon's marketing and PR efforts.
Develop Center’s of Influence through networking and events
Serve as the trusted lead advisor and subject-matter expert for your clients, delivering planning-led advice across investments, retirement, estate, tax, and risk.
Financial Planning & Wealth Strategy
Partner with the Financial Planning team to develop and present high-integrity financial plans
Provide strategic investment, retirement, estate, tax, and insurance guidance
Leverage Procyon's full platform—Client Service Associates, Investment Analysts, firm-managed portfolios, and the Tax, Benefits, Risk, and Trust divisions—to scale your practice.
We currently follow a hybrid work schedule, allowing employees to work from home on Mondays and Fridays and come into an office on Tues- Thurs for meetings, training, and idea-sharing better done in person. Travel : Up to 10% of the time between office and event locations
Full / Part-time : Full Time
Financial Advisor (Fulton) in fulton at Unknown Company
This position is listed as part time and able to be worked remotely.