Financial Advisor
$100 per hourViziRecruiter,LLC.
Introduction RogueSearch has over 23 years of providing consulting, training and recruitment services to respected organizations throughout the nation! Overview Anestablishedwealthmanagementpracticein Cincinnati, OHisseekinganexperiencedFinancialAdvisortostepintoa structuredsuccessionopportunity tiedtoaplannedadvisorretirementin April2027 . Thisisarareopportunityto inheritandmanageasubstantialexistingbookofbusiness throughaclearlydefined,multi-yeartransitionplan. OpportunityHighlights $100millionbookofbusiness tobetransitionedovertime Approximately 50%managedassets/50%transactional PlannedretirementinApril2027 ,allowingforathoughtful,client-centrictransition Partnershipstructureattheoutset ,withpayoutincreasingannually 100%ownershipbyyearsix Designedtoensurecontinuityforclientswhileprovidingmeaningfullong-termupsidefortheincomingadvisor Responsibilities ExperiencedFinancialAdvisorcurrentlyinan independent,regional,orwirehouseenvironment Demonstratedabilitytomanageclientrelationshipsandretainassetsthroughtransitions Portableclientbase expectedtofollowtheadvisortoaddtotheexistingbook Interestedinacceleratinggrowthbysteppingintoanestablishedclientbaseratherthanbuildingfromscratch Long-termmindsetwithinterestineventuallyparticipatingina sunsettingorsuccessionprogram oftheirown Requirements Flexibleofficelocationoptions throughoutNorthernKentuckyandCincinnatitoaccommodatebothadvisorandclientpreferences Transitionandonboardingsupport provided Abilityto bringalicensedassistant aspartofthemove,ifdesired Emphasisonstability,continuity,andrelationship-drivenplanning #J-18808-Ljbffr ViziRecruiter,LLC.
Vacancy posted 4 days ago
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