Financial Planning Representative.
Proxy Financial
Path to Partnership
Private Clubs and Offices
COI Partnership Network
Marketing Platform
Flexible schedule
Proxy Path to Partnership: Our leadership team is looking for those who want to partner with us long-term and fulfill the company vision.
Advanced Technology & AI Tools: CRM, planning, investment management, analysis, marketing automation, and note-taking platforms.
Strategic partnerships and referral network of 150+ professionals.
Build your ideal practice without asset minimums.
Collaborative Network: Work with experts across planning, investments, insurance, and business services.
Regional Growth Opportunities: Support in emerging and established hubs across the U.Eligible for Recruit Bonus
The Senior Wealth Advisor role is designed for experienced professionals who have demonstrated success in developing client relationships, delivering advanced planning strategies, and leading complex financial conversations. Our advisors serve high-net-worth individuals, families, and institutions, providing expertise across: Financial and estate planning
Investment management and private funds
Philanthropic and legacy planning
Advisors at Proxy are supported by Proxy Partnerships and COI Network, cutting-edge technology platforms, and a culture rooted in integrity, innovation, and collaboration. Senior Advisors at Proxy Financial are expected to embody “The Proxy Way” by combining technical expertise, leadership, and a deeply personalized client experience.
Senior Advisors serve as both strategic planners and trusted relationship leaders, helping guide high-net-worth individuals, families, business owners, and institutions through sophisticated financial decisions.
Leverage Proxy’s integrated platform and resources to scale your practice efficiently.
Advanced knowledge of investments, retirement planning, estate planning concepts, and risk management strategies.
Experience working with high-net-worth individuals, business owners, or multi-generational families preferred.
Series 7 or CFP®, CPA, CFA, ChFC®, or similar advanced designations strongly preferred.
5+ years of experience in financial advising or planning.
Proven ability to independently conduct data-gathering, planning, and client onboarding.
Entrepreneurial, used to running a team and looking to scale operations.
We are actively building and expanding in key markets, including:
This is a remote position.
Vacancy posted 6 hours ago
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