Financial Advisor
MBC Talent Connections
Senior Financial Advisor - Remote/HybridSeeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and supportive platform.This opportunity is ideal for advisors looking for:Greater control over incomeMore time focused on client relationshipsLess administrative responsibilityResources to support continued growthResponsibilities:Manage and grow an existing client baseBuild and maintain long-term relationships with high-net-worth clientsDevelop personalized financial strategiesIdentify opportunities to expand client relationshipsFocus on higher-value advisory servicesQualifications:10+ years of wealth management experienceActive Series 7 license requiredSeries 66 preferredEstablished book of business preferredStrong client relationship and communication skillsGrowth-focused and entrepreneurial mindsetWhat's offered:65% payout structureFlexible 1099 or W2 optionsRemote/hybrid flexibilityBenefits available for W2 employeesTransition and sign-on supportStrong operational and back-office supportAbility to focus on growing your advisory practiceIdeal candidate:An experienced advisor who wants independence with infrastructure, stronger support, and the ability to scale their business.
Vacancy posted 1 day ago
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