State Licensed Financial Advisor

Job Summary

A company is looking for a Financial Advisor with experience and a transferable book of business.

Key Responsibilities

• Transition an existing book of business to a higher-payout platform
• Maintain full ownership and control of client relationships
• Deliver comprehensive wealth management advice aligned to clients' needs

Required Qualifications

• Experience as a Financial or Wealth Advisor with a transferable book of business
• Strong client retention and relationship management track record
• Experience with custodian platforms such as LPL and/or Schwab
• Motivated by better economics, autonomy, and long-term growth opportunities
• Located in OR, NY, NJ, FL, or CA preferred