Job at a glance
Financial Advisor — Branch A supported, structured environment for advisors who want stability, collaboration, and strong operational backing. Role Overview This model is designed for advisors who prefer a W‑2 structure with access to leadership, coaching, and a team‑based culture. Advisors focus on delivering comprehensive planning while leveraging a full suite of marketing, technology, and operational resources.
Key Responsibilities Provide holistic financial planning to HNW and mass‑affluent households. Build and deepen client relationships through a planning‑first approach. Partner with leaders, specialists, and fellow advisors in a collaborative branch environment. Grow your book through referrals, events, networking, and structured business development. Utilize a modern technology platform to streamline client service and planning.
Compensation Total first‑year earnings typically range from $105,000 – $335,000 , including: Base salary: $75,000 – $140,000 Performance‑based incentives: $30,000 – $195,000+ Support & Resources Provided Full operational support, including onboarding and transition assistance. Marketing resources and client acquisition tools. Leadership access, coaching, and professional development pathways. A stable, supportive environment — not a sink‑or‑swim model.
Ideal Candidate 5+ years of advisory or wealth management experience. Transferable AUM and strong client‑facing presence. Advisors seeking structure, collaboration, and reduced operational burden. Strong planning orientation and relationship‑driven approach. JOB ID : 177904 #post Trish Boyd