Financial Advisor
7 days ago
Job Description:
We are an established independent wealth management firm based in Wall, NJ, offering a unique opportunity for Financial Advisors who want to continue growing their practice with full autonomy without sacrificing support. Backed by the strength and scale of one of the largest independent broker-dealers and registered investment advisory (RIA) firms in the United States, we provide the infrastructure, resources, and flexibility advisors need to thrive in today's competitive environment.
Ideal for advisors who:
- Have 5-20 years of experience with an existing book of business
- Are primarily fee-based or seeking to move in that direction
- Want to build equity in their practice with true independence
- Value brand strength, but want more control over client service and operations
- Prefer a turnkey solution with strong technology, compliance, and back-office support
What We Offer:
- Access to a full-service platform powered by one of the largest independent broker-dealers and registered investment advisory (RIA) firms in the United States.
- Ownership of client relationships and revenue
- Transition support and onboarding compensation
- In-house operational, marketing, and administrative resources
- Local presence with national reach based in Wall, NJ, with a growing advisor network
- Collaboration with a credentialed team including CFP® and CFA® professionals
- Office space, community visibility, and business development tools to help you scale
- Opportunity to serve firm owned clients.
This is an ideal fit for advisors who want to maintain their entrepreneurial spirit while benefiting from a collaborative, advisor-first culture.
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