Financial Advisor

Stock Pro is an independent RIA hiring salaried advisors. You bring your clients and keep the relationships. We carry everything that isn't advice. THE ECONOMICS, UP FRONT We keep 25 basis points. Everything else is yours, less the cost of employing you. That's the whole arrangement. No grid to climb, no deferred compensation you forfeit if you leave, no platform fee buried three layers down. At our $25M minimum that works out to roughly 69% of production, and the number improves as your book grows. Edward Jones is around 40%, at best. WE SEND YOU CLIENTS Five qualified households a month. Per advisor. Sixty a year, before you speak to anyone you found yourself. They come from our own site, where people answer detailed questions about their finances and get a real plan built from their own numbers before they ever speak to anyone and from vetted partner sources. The firm pays for all of it. Not a purchased list to work through. Not cold calls. People who came looking, told us about their money, and are ready to talk. And because you're paid on the assets you grow, every one of them is yours. (Ask me what they convert at. I'll tell you.) ABOUT STOCK PRO An independent RIA built around technology we write ourselves rather than license from someone else. We custody at Schwab and publish our If you're at a wirehouse, you already know what a W2 seat feels like. This is the same stability without the bureaucracy or the product shelf. If you're independent and tired of being the CEO, the compliance officer and the IT department on top of being an advisor, that's the trade: you give up some of the percentage, and you get a salary floor, covered costs, and your evenings back. SEE IT BEFORE YOU TALK TO US Most firms describe their technology in an interview. We'd rather hand you the keys. Ask and we'll send you a private, time-limited link to a working advisor account: a full book of households, live financial planning, the CRM, the model portfolios, and the client portal your clients would log into. Fictional data, real software. Fifteen minutes, nothing to install, and no call required first. THE TECHNOLOGY Financial planning: retirement, survivor, RMD, Roth conversion ladders, cash strategy and estate documents. Change a retirement age or a Social Security claim date and the plan updates live, in the meeting, in front of the client. Model portfolios: Flagship, Core, Plus, Opportunities, Edge and Options, published daily, with AI-integrated in all. CRM: households, tasks, meeting prep, and a signal engine that surfaces which client needs attention and why. and account detail behind one login. Schwab data feeds daily into the portal and the CRM, so you and the client are looking at the same numbers. WHO THIS IS FOR Advisors with a portable book of $25M+ AUM Advisors at wirehouses or independent broker-dealers who want modern tools without giving up an employment relationship Advisors who'd rather spend their time on clients than on running a small business WHAT WE CARRY Salary and benefits: you're an employee, not a P&L number E&O coverage, licensing and continuing education, firm-paid Compliance, billing and operations The technology, built in-house and included with no platform fee, no stack to assemble and maintain yourself WHAT STAYS YOURS Your clients and your client relationships How you run your practice and your calendar Whether you use our portfolio models, available, not required COMPENSATION AND BENEFITS Plus your share of production under the arrangement above 100% current cash, nothing deferred, nothing clawed back Health insurance with HSA, including employer HSA contribution 401(k) with company match E&O, licensing and continuing education covered by the firm Technology, compliance and operations included, no platform fee Transition support while your book moves WHAT THIS IS NOT Not a trainee program: you should already have a book Not a firm with proprietary product to push Not a place where "technology" means someone else's platform with HIRING PROCESS Platform walkthrough: we send you the demo account, you explore on your own time Intro call (fit and philosophy) Your book, your clients, and what a transition would look like Compensation and offer Transition planning APPLICANT PRIVACY All inquiries are kept strictly confidential. We understand the sensitivity of exploring a move, particularly one involving clients. #J-18808-Ljbffr Stock Pro