Financial Advisor

Investment Manager / Advisory Team LeadConfidential Wealth Management FirmRemote – United States100% Commission | Uncapped Earning PotentialStop 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. If you're frustrated by traditional models that limit your opportunities primarily to AUM, this could be an opportunity worth exploring.Think Beyond AUMThe platform allows advisors to serve clients across a broad range of financial needs, including:Investment management — stocks, ETFs, mutual funds, options, and customized strategiesEstate planningTax planning and CPA servicesInsurance — life, health, and property & casualtyCommercial and business financingPrivate equity and alternative investmentsBusiness planning and financial servicesAdvisors 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.Build It. Grow It. Create Long-Term Value.This opportunity is designed for advisors who want to think like business owners.Build a team. Grow recurring revenue. 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.What We Offer100% commission with uncapped earning potentialCompetitive payouts and leadership overridesPotential compensation for qualifying books or practices transitioned to the platformMultiple custodial options, including Schwab, Altruist, and Interactive BrokersRecruiting, marketing, operational, and transition supportIntegrated investment, tax, estate, insurance, and business resourcesOpportunity to build and lead a teamOpportunity to create meaningful long-term enterprise value100% remoteHealth insuranceWho We're Looking For5+ years of wealth management or financial services experienceSeries 65, Series 66, or Series 7/66Entrepreneurial and growth-oriented mindsetExisting book, team, or portable production preferredInterest in expanding beyond traditional investment managementStrong desire to build a business and develop a teamThe OpportunityTechnology 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.