Financial Advisor/Portfolio Manager role for established advisors with $7M+ AUM. Offers competitive base + commission, flexible work, and full support.
Responsibilities
This opportunity is tailored for established advisors/PMs looking to scale their practice while retaining 100% of their earnings and focusing on client relationships. The role involves bringing and transitioning an existing client book of business to the firm.
Requirements
Established book of business (minimum $7M AUM). Must be able to bring and transition an existing client book of business to the firm.
Benefits
Competitive base (aligned with AUM) + strong commission structure. Flexible work model. Full operational, administrative, and technical support.
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