We partner with a curated network of RIAs, Independent Broker Dealers, Wirehouses, Regional Firms, Multi Family Offices, Trust Companies and Boutique Wealth Firms across the United States. Our clients rely on us to identify Financial Advisors who fit their culture, planning philosophy and long-term client strategy. We do not represent just one firm.

We represent options. When you work with us, you are not applying to a single role. You are entering a vetted ecosystem of firms where we facilitate introductions and secure interviews.

Whether you want stronger payout, better platform support, succession planning, more autonomy or a planning-driven environment, we help you identify the best fit for your goals. The Opportunity We are seeking experienced Financial Advisors who want to explore new opportunities without navigating the market alone.

Compensation

structures, transitions and platform differences We support roles ranging from early career Financial Advisor to Senior Wealth Advisor, Private Wealth Director, RIA Lead Planner and Personal Trust Advisor.

structures Support during compliance reviews and transition steps Guidance for advisors with transferable books, non transferable books and planning or trust backgrounds Most advisors we work with secure several interviews within the first one to two weeks of engaging with us.

varies depending on the firm and the model selected: Fee-only RIAs often offer salary, bonus or salary plus AUM-based

Independent firms typically offer higher payout options and 1099 opportunities Wirehouses and private wealth groups offer salary, grid-based

and incentives Trust and personal client groups offer salary-driven models with a strong planning and service focus We match opportunities based on your experience, income

Responsibilities

vary based on the firm and model selected.

include: Providing financial planning, investment advisory guidance and portfolio recommendations Managing client relationships, onboarding and ongoing service Building and maintaining a book of business within fee-based, advisory or hybrid models Collaborating with internal planning, investment and trust teams Developing new client relationships through referrals, COIs and inbound leads Meeting and upholding compliance and fiduciary standards Supporting or leading planning engagements with the firm’s planning tools and software Coordinating investment strategies with in-house or external investment teams We place advisors in full-service environments with strong marketing support as well as entrepreneurial platforms that offer greater autonomy and higher payout options.

What We Are Looking For

Ideal candidates often bring the following background: Two to thirty or more years of advisory or wealth management experience Licenses such as Series 7, Series 65 or 66, CFP or CFA depending on the firm Transferable AUM preferred, although we also support non transferable advisors in trust and service roles Experience with planning, client management and long-term advisory relationships A preference for fee-only, fee-based, hybrid, W2 or 1099 models depending on the firm A client focused and planning focused mindset If you are not certain which firm type is the best fit, we will walk you through the differences. Why Work With Us This is more than a single job posting. It is access to a full range of advisory opportunities.