Financial Advisor

Investment Manager / Advisory Team Lead

Confidential Wealth Management Firm

Remote – United States

Below covers everything you need to know about what this opportunity entails, as well as what is expected from applicants.

100% Commission | Uncapped Earning Potential

Stop Building a Book. Start Building a Business.

BrokerHunter is conducting a confidential search for an entrepreneurial Investment Manager / Advisory Team Lead who wants to build more than a traditional AUM practice.

Our client provides advisors with an integrated financial services platform designed to help them grow their business, serve clients across multiple financial needs, build and lead a team, and create long-term enterprise value.

You may already have a successful practice, manage assets, or lead a team. If you're frustrated by traditional models that limit your opportunities primarily to AUM, this could be an opportunity worth exploring.

Think Beyond AUM

The platform allows advisors to serve clients across a broad range of financial needs, including:

• Investment management — stocks, ETFs, mutual funds, options, and customized strategies
• Estate planning
• Tax planning and CPA services
• Insurance — life, health, and property & casualty
• Commercial and business financing
• Private equity and alternative investments
• Business planning and financial services

Advisors also have access to multiple custodial options, including Charles Schwab, Altruist, and Interactive Brokers , providing flexibility in managing client relationships and accounts.

A client who doesn't need investment management today may still need tax planning, estate planning, insurance, financing, or business advice.

The goal is to become the financial professional clients call when they have a financial need—not simply when they need their portfolio managed.

Build It. Grow It. Create Long-Term Value.

This opportunity is designed for advisors who want to think like business owners.

Build a team. Grow recurring revenue. Expand the services you provide to clients. Create an enterprise that may eventually be transitioned or monetized when you're ready to retire.

For qualifying advisors bringing an existing book or practice, the firm may also be able to structure compensation for client relationships and assets transitioned to the platform, depending on the circumstances.

What We Offer

• 100% commission with uncapped earning potential
• Competitive payouts and leadership overrides
• Potential compensation for qualifying books or practices transitioned to the platform
• Multiple custodial options, including Schwab, Altruist, and Interactive Brokers
• Recruiting, marketing, operational, and transition support
• Integrated investment, tax, estate, insurance, and business resources
• Opportunity to build and lead a team
• Opportunity to create meaningful long-term enterprise value
• 100% remote
• Health insurance

Who We're Looking For

• 5+ years of wealth management or financial services experience
• Series 65, Series 66, or Series 7/66
• Entrepreneurial and growth-oriented mindset
• Existing book, team, or portable production preferred
• Interest in expanding beyond traditional investment management
• Strong desire to build a business and develop a team

The Opportunity

Technology and AI are changing financial services. xhqgsiq The advisor of the future won't simply manage investments—they'll help clients solve a broader range of financial problems.

If you're looking for a platform where you can build a business, not just a book , we'd like to hear from you.