Experienced Financial Advisor - Boutique RIA

Job Description

Job Description

Experienced Financial Advisor – Boutique RIA

Jacksonville, Florida | Full Benefits | Long-Term Growth & Equity

Are you an experienced Financial Advisor looking for the personalized culture and flexibility of a boutique RIA while maintaining the stability and benefits of a W-2 opportunity?

We are partnering with an established boutique Registered Investment Adviser (RIA) in Jacksonville, Florida seeking a mid-career Financial Advisor who has built a successful practice and is ready for the next stage of professional growth.

This opportunity is designed for an advisor who wants to deepen client relationships, grow their book of business, and build long-term value while having access to the resources, specialists, and infrastructure needed to grow.

Why Consider This Opportunity?

The firm offers an attractive combination of boutique-level support, competitive advisor economics, comprehensive planning resources, and business-development programs.

• Highly competitive payouts on your existing book of business
• Significant advisor revenue multipliers
• Long-term growth and equity opportunities
• Marketing allowance to support the continued growth of your practice
• Lead-generation programs and established referral channels
• Access to a dedicated Planning Department
• Estate Planning Services available within the office , including access to a dedicated specialist
• Work alongside Avior's CPA and tax professionals , creating opportunities for cross-referrals and a more integrated approach to client service
• Resources and infrastructure designed to help advisors expand their practices
• Personalized support within a collaborative boutique RIA environment
• Advisors with existing staff are welcome
• Comprehensive health and dental insurance
• 401(k) retirement benefits
• Additional employee benefits, professional resources, and much more

Ideal Candidate

We are particularly interested in speaking with a mid-career Financial Advisor or Wealth Advisor who:

• Is currently managing an established book of business/AUM
• Has a practice that is primarily fee-based
• Has a successful track record of developing and maintaining long-term client relationships
• Wants the resources and support to continue growing their book and practice
• Values a comprehensive, integrated approach to wealth management
• Is interested in long-term professional growth and the opportunity to build equity
• Wants to become part of a firm where they can build lasting value rather than simply transition their book
• May have an existing team or staff they would like to bring with them

This is an opportunity for an advisor who wants the personalized culture and accessibility of a boutique RIA without sacrificing the resources, planning support, tax and estate-planning expertise, business-development capabilities, benefits, and economics needed to take their practice to the next level.

Explore the Opportunity

Changing firms is an important professional decision. This conversation is an opportunity to confidentially explore the firm's culture, platform, advisor payouts, transition economics, equity opportunities, marketing support, lead and referral programs, integrated tax and planning resources, benefits, and long-term growth potential to determine whether the opportunity aligns with your goals.

All conversations will be handled confidentially.