About this role
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. This role is ideal for advisors who want: A choice between multiple firm types A confidential and efficient way to explore opportunities Access to firms that do not publicly advertise openings A fast-tracked interview process with decision makers Guidance on 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. Responsibilities Responsibilities vary based on the firm and model selected. Common responsibilities 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.