Senior Wealth Advisor

Independent Financial Advisor A true ownership path for advisors who want autonomy, flexibility, and long‑term enterprise value. Role Overview This model is for entrepreneurial advisors who want full control of their practice while leveraging a nationally recognized wealth management platform. Advisors operate as independent business owners with complete authority over branding, staffing, expenses, and client experience.

Key Responsibilities · Lead and grow an independent advisory practice with full decision‑making authority. · Deliver goals‑based financial planning and sophisticated wealth strategies to HNW households. · Build your client base through referrals, COIs, digital marketing, and local market presence. · Manage your own P&L, staffing, and long‑term business strategy. · Create equity value through ownership of your practice.

Compensation Earnings vary based on production. Typical advisor earnings range from $150,000 - $600,000+, with top producers exceeding $1M. Payouts generally fall between the low 70s and low 90s, depending on production tier. Support & Resources Provided · Competitive payouts typically ranging from the low 70s to low 90s, depending on production. · Multiple bonus and transition programs designed to support onboarding and early growth.

· A modern technology stack built for efficient planning and client management. · National marketing resources and client acquisition tools. · Access to advisor communities, mentorship, and leadership development. Ideal Candidate · 5+ years of advisory experience with a transferable book. · Entrepreneurial mindset with a desire for autonomy and ownership. · Strong planning orientation and proven ability to manage HNW relationships.

· Clean compliance record and commitment to fiduciary‑minded advice. JOB ID : 177905 #post Trish Boyd