Financial Planning Consultant

Investment Manager / Advisory Team Lead Confidential Wealth Management Firm Remote – United States Stop Building a Book. Start Building a Business. BrokerHunter is conducting a confidential search for an entrepreneurial Investment Manager / Advisory Team Lead who wants to build more than a traditional AUM practice. Our client provides advisors with an integrated financial services platform designed to help them grow their business, serve clients across multiple financial needs, build and lead a team, and create long-term enterprise value. You may already have a successful practice, manage assets, or lead a team. The platform allows advisors to serve clients across a broad range of financial needs, including: Investment management — stocks, ETFs, mutual funds, options, and customized strategies Estate planning Tax planning and CPA services Insurance — life, health, and property & casualty Commercial and business financing Private equity and alternative investments Business planning and financial services Advisors also have access to multiple custodial options, including Charles Schwab, Altruist, and Interactive Brokers , providing flexibility in managing client relationships and accounts. A client who doesn't need investment management today may still need tax planning, estate planning, insurance, financing, or business advice. The goal is to become the financial professional clients call when they have a financial need—not simply when they need their portfolio managed. Expand the services you provide to clients. Create an enterprise that may eventually be transitioned or monetized when you're ready to retire. For qualifying advisors bringing an existing book or practice, the firm may also be able to structure compensation for client relationships and assets transitioned to the platform, depending on the circumstances. Potential compensation for qualifying books or practices transitioned to the platform ~ Integrated investment, tax, estate, insurance, and business resources ~ 100% remote ~ Health insurance 5+ years of wealth management or financial services experience ~ Interest in expanding beyond traditional investment management ~ Technology and AI are changing financial services. The advisor of the future won't simply manage investments—they'll help clients solve a broader range of financial problems. If you're looking for a platform where you can build a business, not just a book , we'd like to hear from you.