Financial Advisor

Wealth Advisor – Bring Your Book to a National RIA | Miami, FLMiami / South Florida (on-site or hybrid)Are you building someone else’s business, or your own?If you look after $20M+ in client assets and you’re tired of handling compliance, operations and prospecting on your own, this is worth five minutes of your time.I’m working with a fiduciary-first, national RIA (around $16bn AUM, 24 offices, ~340 people) that’s growing in South Florida. Its leadership team has done this before: they built a $25bn RIA and sold it. They’re now backing advisors who want a bigger platform behind them without giving up their client relationships.What’s in it for youGet paid for what you bring. A strong base salary, plus compensation tied to the client assets that transfer with you.Stop cold prospecting. An in-house growth team sources and qualifies prospects, then books meetings straight into your calendar. Their meeting-held rate is 81%, and they’ve added $472M in new assets.Hand off the burden. Compliance, operations, technology and marketing are handled centrally, and there are no office costs for you to cover.A full planning platform. In-house tax planning and preparation, estate and insurance planning, company retirement plan services, and a CFA-led investment team (direct indexing, municipal SMAs, alternatives and private assets).Bring your people. Your existing support staff can come with you.A supported transition. A dedicated onboarding team moves your paperwork, technology and assets, and legal costs for your transition are covered.Equity and benefits. Equity is part of the package, alongside 100% company-paid health, dental and vision cover and a 4% 401(k) match that vests immediately.Who this is forAdvisors with $20M+ in client assets you expect to transfer, where the relationships are genuinely yoursIndependent broker-dealer advisors ready to move to the RIA modelOwners of small RIAs who want scale, support or a succession pathSeries 65/66 (or equivalent) and a clean regulatory recordCFP® a strong plusBilingual English/Spanish a real advantage in this marketAdvisors who want to grow, not just maintain a bookNext stepApply here or message me directly. Everything is confidential, and the first step is a relaxed 15-minute call about your practice and goals.