Financial Advisor

Wealth Advisor – Bring Your Book to a National RIA | Miami, FL

Miami / South Florida (on-site or hybrid)

Are you building someone else’s business, or your own?

If you look after $20M+ in client assets and you’re tired of handling compliance, operations and prospecting on your own, this is worth five minutes of your time.

I’m working with a fiduciary-first, national RIA (around $16bn AUM, 24 offices, ~340 people) that’s growing in South Florida. Its leadership team has done this before: they built a $25bn RIA and sold it. They’re now backing advisors who want a bigger platform behind them without giving up their client relationships.

What’s in it for you

• Get paid for what you bring. A strong base salary, plus compensation tied to the client assets that transfer with you.
• Stop cold prospecting. An in-house growth team sources and qualifies prospects, then books meetings straight into your calendar. Their meeting-held rate is 81%, and they’ve added $472M in new assets.
• Hand off the burden. Compliance, operations, technology and marketing are handled centrally, and there are no office costs for you to cover.
• A full planning platform. In-house tax planning and preparation, estate and insurance planning, company retirement plan services, and a CFA-led investment team (direct indexing, municipal SMAs, alternatives and private assets).
• Bring your people. Your existing support staff can come with you.
• A supported transition. A dedicated onboarding team moves your paperwork, technology and assets, and legal costs for your transition are covered.
• Equity and benefits. Equity is part of the package, alongside 100% company-paid health, dental and vision cover and a 4% 401(k) match that vests immediately.

Who this is for

• Advisors with $20M+ in client assets you expect to transfer , where the relationships are genuinely yours
• Independent broker-dealer advisors ready to move to the RIA model
• Owners of small RIAs who want scale, support or a succession path
• Series 65/66 (or equivalent) and a clean regulatory record
• CFP® a strong plus
• Bilingual English/Spanish a real advantage in this market
• Advisors who want to grow, not just maintain a book

Next step

Apply here or message me directly. Everything is confidential, and the first step is a relaxed 15-minute call about your practice and goals.