Financial Advisor
Harrison Gray Search and Consulting LLC
Financial Advisor Opportunities
Are you an experienced Financial Advisor looking for your next chapter? At Harrison Gray Search, we specialize in connecting high-caliber wealth management talent with premier firms across the country.
Currently, we are representing a diverse portfolio of clients—ranging from boutique RIAs and established Broker-Dealers to disruptive WealthTech firms—who are looking for seasoned professionals to join their ranks.
Whether you are seeking a traditional partnership, an innovative tech-forward platform, or a firm that prioritizes advisor autonomy, we have the network to find your perfect fit.
Key Highlights
The firms we represent offer various structures designed to empower advisors:
- True Ownership: Many of our partner firms offer the opportunity to fully own your book of business, providing long-term security and enterprise value.
- Compelling Incentives: Competitive payout grids, sign-on bonuses, and equity participation for those looking for a stake in the firm's growth.
- Flexibility: We have openings that are fully remote, hybrid, or location-specific depending on your preference and the firm's footprint.
What We Are Looking For
While each firm has its own unique culture, our successful candidates typically meet the following criteria:
- Proven Track Record: Extensive experience in wealth management, financial planning, or investment advisory services.
- Transferable Book of Business: A demonstrated ability to transition a significant portion of your existing client base is usually required.
- Client-Centric Ethos: A commitment to fiduciary standards and providing bespoke financial solutions.
- Credentials: Preference is given to those holding professional designations (CFP®, CFA®, or ChFC®) and relevant FINRA licenses (Series 7, 63, 65/66).
Why Work With Harrison Gray Search?
We don't just "fill jobs." We act as your strategic consultant. We understand that moving your practice is a massive decision. We provide:
- Confidentiality: Your search is handled with the highest level of discretion.
- Market Insight: Deep knowledge of which firms are offering the best tech, culture, and compensation in the current landscape.
- Direct Access: We put your resume directly in front of decision-makers, bypassing the "black hole" of standard application portals.
Ready to explore your options? Apply today to start a confidential conversation with our recruitment team.
Vacancy posted 2 days ago
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