Wealth Management Advisor

2 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. This range is provided by The KXN. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $150,000.00/yr - $250,000.00/yr Additional compensation types Annual Bonus Direct message the job poster from The KXN Senior Network Consultant at The KXN | Financial Services Industry Let’s connect! View phone number on click.appcast.io The KXN is conducting a confidential search on behalf of a successful Wealth Management firm seeking an experienced Wealth Advisor ready for their next move. This opportunity is a unique chance for advisors who are thinking about going independent or starting their own RIA—to have that freedom and autonomy while still having full back‑office support and all expenses covered. Role Overview Serve as the primary advisor for UHNW/HNW clients, delivering highly personalized financial planning and advice. Build and oversee customized investment portfolios aligned with each client’s goals and risk profile. Develop integrated strategies across retirement, tax, estate, and multi‑generational planning. Collaborate with internal investment, planning, and service teams to ensure a seamless client experience. Drive business development through referrals, relationship building, networking, and firm‑supported marketing initiatives. Candidate Profile 5+ years of experience as a Lead or Primary Advisor Active advisor licenses (Series 65, 66, or 7) Existing book of business with a growth‑oriented mindset Comfortable sourcing and developing new client relationships The Platform Fee‑only, fiduciary wealth‑management firm Custom portfolio construction (not a model‑only approach) Dedicated internal support teams for operations and client service Flexible compensation (W‑2 or 1099), benefits, and 401(k) match Revenue‑sharing and long‑term upside opportunities Flexible schedule with hybrid/remote options Next Steps This is a confidential search. Advisors who are actively exploring or simply open to learning more are encouraged to submit a resume for a brief introductory conversation. Seniority level Mid‑Senior level Employment type Full‑time Job function Finance Benefits 401(k) Vision insurance Paid maternity leave Paid paternity leave Medical insurance Disability insurance Referrals increase your chances of interviewing at The KXN by 2x Location Brentwood, TN $10,000.00-$120,000.00, 2 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr