Financial Advisor

Looking for one Financial Advisor | Established Book of Business | Potential Long-Term Succession Opportunity

This could be the opportunity of a lifetime. Our client is a highly successful, independent wealth management firm near Fairfield, New Jersey, seeking one experienced Financial Advisor to become a long-term member of the practice.

This is not a production shop looking to hire multiple advisors. The owner is looking for one professional who wants to build a career, become a trusted partner, and ultimately have the opportunity to play a significant role in the firm's long-term succession plan.

If you have built a solid practice but are tired of managing every aspect of the business yourself, this opportunity provides the infrastructure, support, and economics to help you focus on what you do best: serving clients and growing relationships.

Ideal Background

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• Five or more years as a Financial Advisor
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• Minimum of approximately $10 million in assets under management, with $15 million or more preferred
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• Proven ability to build and retain client relationships
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• Comprehensive financial planning approach (see below)
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• Entrepreneurial mindset with a desire to continue growing
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What Makes This Opportunity Different

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• Approximately 60% payout on your existing book
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• An approximate check around .8% of assets
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• Expected internal referrals of approximately $2-3 million in new client assets annually
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• Dedicated in-house investment management so you can focus on advising clients instead of portfolio management and trading
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• Established marketing support and planning technology
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• No company-paid dedicated assistant initially. .
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• Comprehensive financial planning environment serving high-net-worth clients
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• Potential long-term opportunity to become the owner's successor
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• Transition compensation can be structured to help offset any temporary income gap while assets are transferred
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This opportunity is ideal for an advisor who has proven they can build a business and is now looking for a permanent home with an experienced advisor who is committed to investing in their long-term success.

All inquiries will be handled with complete confidentiality.

A full-service, holistic wealth management practice providing:

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• Comprehensive Financial Planning
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• Investment Management
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• Retirement Planning
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• Retirement Income Planning
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• Tax Planning & Tax Strategy
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• Estate & Legacy Planning
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• Trust Planning
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• Insurance & Risk Management
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• Wealth Preservation
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• Wealth Transfer Strategies
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• Cash Flow Planning
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• Social Security Planning
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• High Net Worth Wealth Planning
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• Multi Generational Wealth Planning
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• Coordination with CPAs and Estate Attorneys
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