Senior Wealth Advisor/Partner

Multiple Markets | Growth Opportunities Available

Build Your Practice. Own Your Future.

Our client is a well-established, multi-billion-dollar independent wealth management firm seeking experienced Wealth Advisors, Advisor Teams, and Independent Practices interested in accelerating the next stage of their business.

This opportunity combines entrepreneurial freedom with institutional resources, allowing advisors to maintain greater control over their practice while benefiting from sophisticated technology, compliance, operations, and transition support.

If you're looking for stronger economics, long-term ownership, and a platform built for growth, we'd welcome a confidential conversation.

What We're Looking For

• Approximately $750K+ T12 production and/or $50M+ in client assets
• 8+ years of wealth management experience
• Strong relationships with affluent, HNW, or UHNW clients
• Demonstrated business development success

We’re interested in speaking with:

• Wirehouse Advisors

Why Advisors Consider This Opportunity

• More control over your practice
• Flexibility to build your own team
• Ability to shape your client experience
• Long-term ownership opportunities

Attractive Economics

• Competitive advisor payout structure
• Equity participation opportunities
• Ability to build enterprise value
• Flexible succession planning

Best-in-Class Transition Support

A dedicated transition team helps manage:

• Legal
• Operations
• Client onboarding
• Transition planning

Allowing advisors to remain focused on their clients throughout the process.

Client Focus

Our client primarily serves:

• High-Net-Worth Families
• Business Owners
• Corporate Executives
• Multi-Generational Families
• Ultra-High-Net-Worth Clients

This Opportunity May Be Right For You If...

• Equity ownership
• Succession planning flexibility
• Institutional resources without sacrificing independence
• A platform designed to help you grow

Additional information regarding our client, platform, advisor economics, and transition support will be shared with qualified candidates during the interview process.