Financial Advisor

Experienced Financial Advisor – Growth-Focused Wealth Management Firm
Locations: Greater Denver, CO | Greater Seattle, WA | Hawaii | Coastal Carolina | New Mexico
Full-Time | In-Person

Are you a seasoned finance expert seeking a dynamic partnership to propel your professional success? Do you have a solid book of business but feel limited by your current resources? If you’re seeking to expand your client reach while gaining access to robust marketing, operations, and support, this opportunity is for you!

Our client is a nationally expanding wealth management firm with over 45 years of history and $2.5B in assets under management. They are committed to making a meaningful impact on the financial well-being of working professionals, retirees, and business owners. Through their well-established infrastructure, innovative marketing strategies, and comprehensive back-office support, they provide advisors with everything they need to thrive.

Why Join Us?

Qualified, Prescreened Leads – No more chasing prospects; focus on closing and serving clients.
Robust Operational Support – Business processors handle paperwork and administrative tasks.
Top-Tier Compensation – Competitive guaranteed income ($150K+), plus strong commission structure.
Cutting-Edge Marketing – Multi-channel marketing approach driving high-quality lead generation.
Full Benefits Package – Medical, dental, vision, 401(k) with automatic contributions.
Comprehensive Transition Support – Dedicated team ensures a smooth transition for you and your clients.
No Proprietary Products – Full independence in planning without internal sales pressure.

Your Role & Impact:

As a key member of the advisory team, you will:

• Provide holistic financial planning solutions tailored to individual client needs.
• Manage and grow your book of business while leveraging the firm’s infrastructure and support.
• Maximize firm-provided leads to expand your client base and increase revenue.
• Implement a variety of wealth management strategies, including AUM, annuities, and insurance.
• Build and maintain long-term client relationships through trust, integrity, and personalized service.
• Stay compliant with all federal and state licensing requirements.

Who We’re Looking For:

• Experienced Financial Advisors (7+ years preferred) with a strong track record.
• Existing Book of Business ($30M+ AUM preferred, flexible down to $10M in select regions).
• Growth-Oriented Mindset – Those eager to scale their practice with firm-provided resources.
• Clean FINRA Background – No compliance issues or major regulatory disclosures.
• Client-Centric Approach – Passion for comprehensive financial planning and client success.

Ideal Candidates:

We welcome advisors in various career stages:

• Sell & Stay Advisors – Mid-career advisors who want to focus on clients without administrative burdens.
• Merger Teams – Established practices ($100M+ AUM) looking for a strategic transition.
• Retiring Advisors – Advisors nearing exit, seeking succession planning with strong client care continuity.

If you’re looking to elevate your career, grow your practice, and provide best-in-class financial services without the operational headaches, we want to connect with you!