Lead Advisor

Lead Wealth Manager (CFP®) · $35K–$75K first-year base target · Profit-share · RemoteEarn $35,000 to $75,000 in your first year from firm-provided opportunities alone, plus revenue share on any book you bring, as a lead advisor at a fee-only RIA that has more qualified prospects than advisors to serve them.Forgent is a specialty talent platform for financial services firms. We’re leading this search on behalf of our client, a fee-only, fiduciary, independent RIA in the Denver area. Most advisors who want to grow have the same problem: not enough of the right prospects. Our client has the opposite problem. Its leads come from third-party referral networks and specialized investor platforms, and they’ve historically added up to 10 to 20 qualified prospects per advisor each month.One partner vets prospects and books the intro meeting directly onto your calendar. Demand is high enough that several of the firm’s six advisors had to pause new intro calls this fall to keep up with onboarding. There’s no base salary. You earn on the clients you bring and the clients you convert. The firm’s most recent advisors started with no existing clients and converted $5 million to $15 million in assets in their first year, entirely from firm leads.Independent contractor/1099 revenue share, paid quarterly in advance · Semi-annual profit sharing · 10 to 20 qualified leads a month (historical average) · CFP® requiredWhy it’s worth a lookThe math is already proven. The firm’s most recent advisors started from zero and converted $5 million to $15 million in their first year using only firm leads, which meant roughly $35,000 to $75,000 in first-year pay. Strong closers land at the top of that range. If you bring a book, you earn revenue share on every dollar of it, on top of what you convert. Pay arrives quarterly in advance, so you see it at the start of each quarter, not the end.Your pipeline is already full. You won’t be cold-calling to get started. Prospects arrive through third-party referral networks and specialized investor platforms, and the main partner screens each one and puts the intro meeting on your calendar. You just show up prepared. You’ll also get support for networking and social media, plus a share of the firm’s marketing budget. Lead volume varies week to week and can’t be guaranteed, but demand is the reason the firm is hiring.You’ll get coaching to convert. You’ll learn a proven intro-call framework: how the firm plans, how it invests, and how to present its value. Leadership will coach you on running the call and closing. You bring your own personality, not a script. If a prospect isn’t the right fit, you can say no, so every client on your book is one you chose.If you have a book, this is a better place to grow it. Your revenue share starts with your first quarter. There’s no shifting grid, no platform fee to run your own portfolios, and no layers of overhead taking a cut. Your agreement spells out up front how you could leave with your clients if you ever decide to. And you get a steady flow of new prospects on top of the book you bring.Your upside is shared. You also receive a profit-sharing bonus every April and October. The owners take a profit-sharing distribution only when the advisors receive one too. Industry peers have told the founders that’s too generous. The founders disagree.You can spend your time selling and serving. Onboarding is fully digital. Advyzon and RightCapital anchor the tech stack, and a fractional compliance team and a shared admin keep you out of the back office. A soft cap of about 150 households protects your service quality and your hours.Let’s Talk About YouYou’re the advisor who comes alive in a first meeting. You listen hard, you explain clearly, and when the fit is right, you ask for the business without flinching. Maybe you’ve built a book somewhere that takes too big a cut or keeps moving the goalposts. Maybe you’ve been second chair long enough and know you’re ready to lead. Either way, what’s held you back hasn’t been talent. It’s been access to the right prospects and the room to build something that’s yours.You’re the same person in front of every client, and you’d never promise something the firm can’t deliver. You document everything, you raise mistakes the moment you find them, and you treat every recommendation as a fiduciary decision. You work well on your own, and you’d still rather be part of a team that helps each other than a branch full of competitors.What you’ll need: The CFP® designation, at least one to two years in the industry, and comfort with a CRM, planning software, and compliance basics. You also need either an existing book or the means to support yourself through a first year in which your pay builds. If you’re bringing a book, anything from a few million in friends-and-family assets to $25 million to $50 million is a fit. Completing the Amplified Planning externship is a strong plus.Learn more and apply: https://www.forgent.io/role/rigden-wealth-advisorOn that page, you can read the full role description, then create your Forgent profile and start with a short career chat that takes about 10 minutes. From there, you’ll complete a couple of activities specific to this role. Those are what our client actually reviews.Invited candidates continue the interview process on Forgent.