Partner with my client, a modern, tech-forward RIA. They partner with experienced, independent financial advisors who want to own and grow their practice without the operational drag or outdated technology that comes with doing it alone. This partnership is a fit for advisors who thrive in a remote-first, collaborative environment and want a modern fintech platform that saves 12-19 hours of manual work so they can focus on clients and growth.
To partner with my client, advisors must have at least $25M in portable, fee-based AUM that they actively manage today.
You continue to run your practice and own your client relationships. My client provides the platform, infrastructure, and support to help you scale.
At this fintech RIA, you will:
What's required to run your practice with them...
What makes a strong fit (not required, but helpful)
Bottom line: You bring the clients, advice, and vision. My client provides the technology, operations, compliance, marketing, and support to help you scale - without giving up ownership or independence.
Senior Wealth Advisor • New York, NY, United States
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