Financial Advisor
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About the Company
We are hiring experienced Financial Advisors on behalf of our client
- an established independent RIA and wealth management firm with approximately $19 billion in AUM.
About the Role
We are hiring experienced Financial Advisors for three territories. These are remote roles
- but you must be based within approximately a 2-3 hour drive of your territory. This is not a work-from-anywhere opportunity; it is a chance to own and grow a local market.
Responsibilities
Drive organic business development through networking, COI relationships, and community presence
Service and retain existing client relationships within your territory
Build and deliver comprehensive financial plans, leading client meetings from start to finish
Collaborate with an internal planning team and relationship managers on complex situations
Grow both new client AUM and wallet share of existing clients
Three territories are open:
Cleveland, OH
Pittsburgh, PA
Eastern New York State (Syracuse, Albany, or Utica area)
These are remote roles
- but you must be based within approximately a 2-3 hour drive of your territory. This is not a work-from-anywhere opportunity; it is a chance to own and grow a local market.
Qualifications
Bachelor's degree required
Required Skills
Advisors with 5+ years of true wealth management experience at an independent or mid-size RIA
Advisors with a portable book of business or a strong client network built organically
Self-starters who are energized by community engagement and building their own pipeline
Series 7 and Series 66 licensed (or willing to obtain
- firm will sponsor)
Preferred Skills
CFP a plus, not required
Pay range and compensation package
Base
Salary:
$75,000
- $150,000 + Performance Bonus + New Business Incentive + AUM Retention Bonus
What the Compensation Looks Like
Base: $75,000
- $150,000 (5+ year advisors typically $90,000
- $150,000)
Annual performance bonus: 25% of base
New business incentive: 40% of net revenue on territory new business
Retention bonus: 3% of total territory AUM at quarter end
This Is Not the Right Fit If...
Your business development experience has relied on an institutional or bank-provided client pipeline
You are primarily service and planning focused with limited appetite for new business generation
You are not located in or willing to relocate to one of the three territories
Sound like you? Let's talk.
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