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Wealth Management Advisor

2 months ago

Minneapolis, United States Strategic Search Group Full time

About the Company:


Our client is a rapidly expanding 4-billion-dollar RIA owned by their Advisor Team. They offer several compelling reasons to join their Wealth Management group either as an Advisor or Owner and they have excellent opportunities in Minneapolis, Columbus, Ohio and Huston.


  • They offer a defined path to Ownership (Partnership), for every Advisor.
  • They have a 95% Advisor Retention record.
  • They provide top quality, full back-office support.
  • They acquire tax practices which complement their Wealth Practices and will share leads with you.
  • They are willing to transition acquired books to you to enhance your existing book.
  • If you are concerned about a non-solicit agreement, they will provide a full legal assessment of your options, a go forward plan, and legal defense.
  • You can transition your book and continue to own it, or you can transition your book and receive a generous ownership stake.

If you are interested, please email your resume.