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

• Five or more years as a Financial Advisor


• Minimum of approximately $10 million in assets under management, with $15 million or more preferred


• Proven ability to build and retain client relationships


• Comprehensive financial planning approach (see below)


• Entrepreneurial mindset with a desire to continue growing

What Makes This Opportunity Different

• Approximately 60% payout on your existing book


• An approximate check around .8% of assets


• Expected internal referrals of approximately $2-3 million in new client assets annually


• Dedicated in-house investment management so you can focus on advising clients instead of portfolio management and trading


• Established marketing support and planning technology


• No company-paid dedicated assistant initially. .


• Comprehensive financial planning environment serving high-net-worth clients


• Potential long-term opportunity to become the owner's successor


• Transition compensation can be structured to help offset any temporary income gap while assets are transferred

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:

• Comprehensive Financial Planning


• Investment Management


• Retirement Planning


• Retirement Income Planning


• Tax Planning & Tax Strategy


• Estate & Legacy Planning


• Trust Planning


• Insurance & Risk Management


• Wealth Preservation


• Wealth Transfer Strategies


• Cash Flow Planning


• Social Security Planning


• High Net Worth Wealth Planning


• Multi Generational Wealth Planning


• Coordination with CPAs and Estate Attorneys