Financial Advisor
2 weeks ago
Financial Advisor – Independent Platform Opportunity (High Payouts & Full Support)
Are you a successful financial advisor who isn't actively job hunting but is curious if there's a more independent and profitable way to run your practice? You might not be looking to make a change, but imagine an opportunity where you keep more of what you earn and gain greater freedom – all while receiving robust support to grow your business. This is that opportunity.
Why Consider This Opportunity?
We offer an independent advisor platform that lets you operate your own practice with full autonomy and the backing of a strong, experienced firm. It's like having the best of both worlds: run your business your way while we provide the resources and support to elevate your success. Here's what sets our platform apart:
- Higher Payouts : Enjoy a generous payout grid that significantly boosts your take-home revenue. Our advisors keep much more (often 90%+ of GDC) – meaning you're rewarded for the business you generate. No more sacrificing a big chunk of your earnings to an employer with little in return. (Higher production can even lead to payouts up to 97%.)
- Tech and Platform Flexibility : We provide access to leading technology platforms and multiple custodial options , including Schwab, Fidelity, Pershing, SEI, and others, giving you full control over your business. No proprietary roadblocks – just modern tech to streamline operations and enhance client service. Unlike other firms, we have no platform or administrative fees —you keep more of what you earn. Our model is built for long-term success, but if you ever decide to leave, there are no restrictive contracts or handcuffs—you own your book, and your clients follow you.
- True Independence with Firm Backing : Be independent, not alone. You maintain full control of your client relationships and business decisions while leveraging the resources of a nationally recognized firm. We provide compliance, technology, and a solid support infrastructure, so you have peace of mind to focus on your clients, just the freedom to serve your clients as you see fit, with a reliable team behind you when you need it.
- Comprehensive Marketing Support: Stand out in your market without having to become a marketing expert yourself. Our in-house marketing & design team will help craft your brand – from a professional logo and website to polished brochures and social media content. We offer custom branding, marketing materials, and ongoing support to build your presence. You'll have the tools to attract and retain clients, without spending your own time designing or writing content.
- Administrative & Operational Support : Say goodbye to tedious paperwork and administrative headaches. Our dedicated client services and operations team handles the day-to-day tasks that burden your schedule – account opening, transfers, paperwork processing, compliance checks, appointment scheduling, phone answering , and more. Spend your time with clients and growing your practice, while we take care of the rest.
- In-House Asset Management Team : If investment research and portfolio management are eating up too much of your day, we have you covered. Our credentialed asset management team can provide pre-built model portfolios, custom investment strategies, and ongoing portfolio management for your clients. This means you can offer top-tier investment solutions without the need to personally manage every trade or research every fund. Free up your time to focus on client relationships and let our experts handle the market minutiae behind the scenes.
Who Should Apply?
This opportunity is ideal for experienced financial advisors who have built a solid practice. You might be a great fit if you:
- Are a producing financial advisor with around $250K or more in annual Gross Dealer Concession (GDC).
- Desire more independence in how you serve your clients and grow your business, but still value support and community.
- Feel you may be outgrowing your current firm's platform or payout structure. Perhaps you're giving up too much of your revenue or feel constrained by corporate hierarchies – and you know there's a better way.
- Hold the necessary licenses (e.g., Series 7, 65/66, insurance licenses as needed) and have an excellent compliance record.
If you're currently at a wirehouse, bank, or another firm that takes a large cut or limits your growth, this is an opportunity to chart your own course and boost your net income . Even if you're not actively looking, it can't hurt to explore what a higher-payout, full-support model could mean for your bottom line and your clients.
About Us
We are a leading independent wealth management firm (Broker-Dealer & RIA) built by advisors, for advisors. Our firm has a nationwide presence and a strong reputation for empowering financial advisors to succeed on their own terms. We combine the entrepreneurial spirit of independence with the resources, scale, and stability of an established firm.
- Established Track Record: Decades of experience supporting independent advisors through transitions and growth phases.
- Robust Infrastructure: From compliance and due diligence to cutting-edge technology and practice management coaching, we provide a turnkey framework so you can hit the ground running.
- Collaborative Community: Join a network of like-minded professionals. Our advisors often share ideas, best practices, and even client solutions. You get independence and a collegial atmosphere.
- No Pressure Environment: We don't impose product quotas or proprietary product pushes. You truly own your client relationships and decisions; we're here to support, not to interfere.
Our mission is simple: empower financial advisors to serve their clients and grow their business, without the typical corporate constraints. If you've ever thought "There must be a better way," we strive to continuously offer the best possible platform.
Ready to Elevate Your Practice? (Confidential Inquiry)
Making a move is a big decision, and we understand the importance of confidentiality. If this piqued your interest, let's have a no-obligation conversation . We're happy to answer your questions, provide more details, and even offer a confidential pro-forma analysis to compare how your economics would look on our platform.
How to reach out:
- Send us a message on LinkedIn
- Visit our website to learn more and contact us through our advisor recruitment page. (Website: ifpartners.com)
- Email our recruiting team (confidentially): Reach out directly to Camaron Koury (Sales Development Representative) at camaron.koury@ifpartners.com . You can simply express interest and we'll take it from there discreetly.
Take the next step for your business – on your terms. Even if you're just mildly curious, we encourage you to get in touch for a friendly chat. Discover how gaining independence and higher payouts with full support could transform your future as a financial advisor.
All inquiries will be handled with the utmost confidentiality. We respect your accomplishments and the relationships you've built with your clients. Our goal is to provide you with information and options – the rest is up to you.
Elevate your career without sacrificing what matters most. If you're ready to explore a more rewarding path, let's talk about how we can help you achieve it. Your future practice, your way.
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