Senior Wealth Advisor

The role

Experienced wealth advisors will transition their existing book of business to an advisor-first platform. The role involves delivering comprehensive wealth management advice and maintaining full ownership of client relationships.

What you will do

• Transition existing book of business to a more efficient, higher-payout platform
• Maintain full ownership and control of client relationships
• Deliver comprehensive wealth management advice aligned to clients' needs
• Collaborate with other senior advisors and firm leadership
• Participate in mentorship, business development, or leadership initiatives

Required qualifications

• Financial / Wealth Advisors with a transferable book of business
• Experience working within the LPL Financial and/or Charles Schwab ecosystem

Nice to have

• Book size of $20M–$100M+
• Located in the following states: OR, NY, NJ, FL, IL or CA

Benefits

• Health, Dental, and Vision Insurance
• Options for fully paid employee only coverage for health and dental
• Company-Paid Life and Long-Term & Short-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance
• Classic Safe Harbor 401(k) Plan with employer contributions
• Access to Becker and LinkedIn Learning

About the company

Current partners with leading accounting firms across the United States through a shared platform. The company provides professionals access to broader career opportunities, learning, collaboration, and innovative technology.