Financial Advisor
Cap Equity Advisors
Job Description
Job Description
We are an established independent wealth management practice managing an active, loyal book of high-net-worth individuals, families, and business owners. Our Senior Partner is preparing for retirement over the next few years and is seeking an entrepreneurial, client-first advisor to join the firm's team.
You will step directly into an active advisory role, co-managing established relationships alongside the Senior Partner, with a structured, contractual earn-in and transition plan to assume shared ownership of the practice with partners.
We Offer Immediate exposure to an active book of long-standing client relationships with
Turnkey Infrastructure to industry-leading broker-dealer platforms, modern CRM systems, operational workflows, and back-office compliance support. Collaborative transition period ensuring trust transfer with clients, operational alignment, and seamless continuity.
Competitive Compensation with a production split/bonus structure plan with base pay during the transition, opportunity to create equity and revenue share. Strong payouts, and upfront bonus pay for bringing existing relationships with you and retain ownership.
Partner with the Senior Partner to conduct comprehensive client reviews, portfolio rebalancing, and financial planning meetings.
Build strong rapport with existing clients to ensure seamless relationship retention throughout the succession timeline.
Provide proactive wealth management, retirement income planning, and tax-efficient portfolio management strategies.
Identify organic growth opportunities within existing relationships and onboard new clients through referrals and networking.
Gradually assume primary leadership over day-to-day practice operations, client communications, and investment strategy.
Active FINRA Series 7 and Series 66. Life, Health, and Variable Annuity licenses preferred. Strong tech skills and CFP is a plus.
3+years of client-facing advisory experience with a proven track record in relationship management and comprehensive financial planning.
Clean U4/FINRA regulatory history. High client fiduciary mindset, strong work ethic, and a genuine ambition for business ownership.
All inquiries and conversations are held in strict, mutual confidence. Please submit your resume and a brief introductory cover note outlining your background, current advisory focus to:
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