Licensed Financial Advisor Opportunities
$75k - $90kValued Merchant Services
Job Description
Job Description
Licensed Financial Advisor Portable Book of Business: $25M+ AUM
Locations: San Francisco, CA | New York, NY | Chicago, IL | Houston, TX
Confidential Search Conducted by Spalding Hall Enterprises, LLC
Are you an established Financial Advisor with a portable book of business who is looking for a stronger platform to accelerate growth?
We are conducting a confidential search on behalf of a premier global investment banking and wealth management firm seeking experienced Financial Advisors with approximately $25M-$50M in transferable assets under management (AUM) .
This opportunity is ideal for advisors who want access to institutional-caliber resources, sophisticated wealth planning capabilities, robust operational support, and a compensation structure designed to reward long-term growth.
Whether you're looking to transition your existing practice or build alongside a senior advisor, this firm offers multiple pathways for experienced professionals committed to delivering exceptional client outcomes.
Two Career OpportunitiesAdvisor Development PartnerJoin an established senior advisor and accelerate your career through mentorship, advanced planning experience, and direct exposure to high-net-worth and ultra-high-net-worth client relationships.
Compensation- Base Salary: $75,000-$90,000
- Performance-based incentive compensation
- Total earnings potential exceeding $250,000+ annually
- Mentorship from a highly successful senior advisor
- Access to affluent client relationships
- Advanced estate, tax, retirement, and investment planning experience
- Structured career development
- Institutional resources and proprietary planning technology
Designed for experienced advisors seeking greater autonomy while leveraging the resources of a premier wealth management platform.
Compensation- 80%-85% payout structure
- Earnings potential of $325,000-$450,000+ annually , based on production
- Dedicated client service team
- Marketing and business development resources
- Practice management coaching
- Advanced technology platform
- Compliance and operational support
- Errors & Omissions (E&O) insurance
- Travel reimbursement
- Comprehensive back-office infrastructure
Successful advisors choose this platform because it allows them to focus on serving clients while reducing administrative burdens.
Highlights include:
- Premier global wealth management platform
- Collaborative, advisor-first culture
- Sophisticated investment and financial planning resources
- Competitive compensation and incentive programs
- Comprehensive medical, dental, vision, life, and disability benefits
- Retirement savings programs
- Succession planning and transition support
- Ongoing professional development and leadership opportunities
- 3+ years of Financial Advisor experience
- Experience serving high-net-worth clients
- Portable book of business with approximately $25M-$50M in AUM
- Proven history of business development and client retention
- FINRA Series 7
- Series 63 or Series 66
- Series 65 or Series 66 (as applicable)
- Active Life Insurance License
- Active Health Insurance License
- Active Variable Products License
- Bachelor's degree or equivalent professional experience
- Legally authorized to work in the United States without sponsorship
- Strong relationship management and communication skills
- Entrepreneurial mindset with a commitment to building a long-term advisory practice
- Demonstrated professionalism, integrity, and client-first approach
You are an accomplished advisor who has built meaningful client relationships and is ready to leverage a stronger platform without sacrificing your independence.
You're looking for:
- Greater earning potential
- Enhanced client capabilities
- Institutional investment resources
- Operational efficiency
- Long-term practice growth
- A firm committed to helping advisors build enterprise value
If you're interested in exploring this confidential opportunity, we encourage you to apply.
Please submit your:
- Resume
- LinkedIn Profile
Email:
View email address on ziprecruiter.com
Powered by JazzHR
DzZVUOc6Mi
Vacancy posted 26 days ago
Similar jobs that could be interesting for youBased on the Licensed Financial Advisor Opportunities in San Francisco, CA vacancy
$75k - $90k
...Licensed Financial Advisor Portable Book of Business: $25M+ AUM Locations: San Francisco, CA | New York, NY | Chicago, IL | Houston,... ...in transferable assets under management (AUM) . This opportunity is ideal for advisors who want access to institutional-caliber...SuggestedFull timeValued Merchant Services
San Francisco, CAmore than 2 months ago$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through... ...focused on client‑building and obtaining licenses. Our award‑winning training programs equip you with...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
San Francisco, CA19 hours ago$130k - $180k
...and celebrating wins as a group. They are seeking a Lead Financial Advisor who can step into a meaningful client-facing role... ...relationships, supported by a strong internal team, with the opportunity to grow organically over time. Key Responsibilities:...SuggestedWork at officeImmediate start3 days per weekClaire Myers Consulting
San Francisco, CAa month ago- ...Financial Advisor Services AnalystOur Sales teams help our clients build stronger portfolios,... ...resource for prospecting new business opportunities, establishing and managing client relationships... ..., Microsoft SuiteFINRA/NASAA licenses - Series 7; Series 63About UsJPMorganChase...Suggested
Chase
San Francisco, CA19 hours ago - ...regarding this listing. Associate Wealth Advisor | Wealth Management | San Francisco;... ...for delivering thoughtful, personalized financial guidance, the firm offers an environment... ...planning. This is an exciting opportunity to work alongside experienced advisors,...Suggested
Robert Half
San Francisco, CAa month ago - ...schedule Health insurance Opportunity for advancement Training... ...for excellence in advisor development and leadership in... ...intention, delivering lasting financial security through highly educated... ...mentorship, and professional licensing support to help you...Full timeInternshipWork at officeLocal areaVisa sponsorshipFlexible hours
$24 - $27.6 per hour
...Position Type: Regular Your Role at Sephora: As a Licensed Beauty Advisor , you’ll impact clients every day. You’re a beauty expert... ...position and/or geographic location. Sephora is an equal opportunity employer and considers all applicants without regard to sex...Hourly payFull timePart timeFlexible hoursShift workNight shiftWeekend workSephora
San Francisco, CA3 days ago$97.5k - $144k
...Will:Act as a strategic partner to leadership teams, providing financial insights and recommendations to drive business... ...financial metrics and reports to track performance and identify opportunities for cost savings and efficiency gainsProvide analytical support...Full timeWork from homeFlexible hoursNight shiftLiveRamp
San Francisco, CA1 day ago$110k - $140k
...and execute independentlyDriven; no one needs to push you to excel; that's just who you areHungry to learn and actively look for opportunities to contributeHighly organized and detail-oriented; can handle multiple projects and dynamic priorities without missing a beatWho...Hive
San Francisco, CA5 days ago- ...DescriptionGENERAL SUMMARYThe FP&A Analyst will support strategic financial planning, analysis, and decision-making in a fast-paced,... ...replaces all previous descriptions for this position.An Equal Opportunity EmployerThe Bay Club Company (“TBCC”) provides equal employment...Work at officeLocal areaImmediate start
The Bay Club
San Francisco, CA2 days ago $105k - $125k
...Join to apply for the Senior Financial Analyst, FP&A role at Egnyte Join to apply for the Senior Financial Analyst, FP&A role at Egnyte... ...CAREER. SPARK YOUR PASSION. Egnyte is a place where we spark opportunities for amazing people. We believe that every role has meaning,...Full timeWork at officeLocal areaWorldwideFlexible hoursEgnyte
San Francisco, CA4 days ago- ...Senior Financial Analyst Iconic. Approachable. Connected. These are some of the ideas that guide our every day at Janie and Jack. We... ...reporting dashboards to track KPIs, highlight trends, and surface opportunities for growth Perform variance analysis onoperating expenses,...Contract workWork at officeFlexible hours
Janie and Jack
San Francisco, CA19 hours ago - ...Francisco, CA. POSITION OVERVIEW The FP&A Manager will support financial planning, analysis, reporting, and decision-making across a... ...including grants and government contracts. This is a part-time opportunity for an experienced finance professional who is interested in contributing...Part timeFlexible hours
The Bronx Inc
San Francisco, CA1 day ago $77k - $202k
...AssociateJob Description & SummaryThe OpportunityAs a Deals - Financial Due Diligence, Senior Associate, you will provide strategic advice... ...context and how it is changing. This position offers the opportunity to interpret data to inform insights and recommendations, upholding...Full timeH1bPwC
San Francisco, CA2 days ago$125k - $150k
...Planning & ModelingMaintain and evolve the company's integrated financial models, including detailed P&L, balance sheet schedules,... ...continuously improved.#LI-BR$125,000 - $150,000 a yearSamba is an equal opportunity employer. We celebrate diversity and are committed to creating...Full timeSamba TV
San Francisco, CA2 days ago$146k - $183k
...candidates without regard for sexual orientation, gender, ethnicity, age, political beliefs, culture, and lifestyle. We are committed to fostering a business culture that reflects these values and promotes equal opportunity. Compensation: $146,000-$146,000 per year...Temporary workWork at officeRelocation packageMonday to Friday2 days per weekSibylline Americas
San Francisco, CA3 days ago$180k - $230k
...Anthropic's people, facilities, operations, and reputation through intelligence collection, analysis, and dissemination. You'll have the opportunity to help shape the program from the ground up, establishing workflows, analytical standards, and stakeholder relationships that...Work at officeWorldwideVisa sponsorshipFlexible hoursAnthropic
San Francisco, CA19 hours ago- ...additional information or questions regarding this listing.Associate Financial Advisor | Wealth Management | San Francisco; HybridA growing... ...to comprehensive wealth planning.This is an exciting opportunity to work alongside experienced advisors, build deep client relationships...
Robert Half
San Francisco, CA4 days ago - ...platform and a lean, close-knit finance team. This is an excellent opportunity for an early-career accountant to transition into private... ...investor performance reportingSupport annual audits and GAAP financial statement preparation Maintain accurate fund accounting records...Work at office
Robert Half
San Francisco, CA19 hours ago - ...and we encourage professional growth through various learning opportunities. Primary Responsibilities Apply complex direction,... ...bureaucracy through the optimization of human, technical, and financial resources. We combine cutting-edge technology with world-class...Remote workFlexible hours
Contact Government Services LLC
San Francisco, CA2 days ago $36.3 per hour
...you'll be primarily responsible to spread, manage and maintain financial background information on present and prospective customers,... ...program, and a wellness program. In addition, you’ll have the opportunity to bolster your business knowledge, learning the ins and outs...Hourly pay- ...listing of activities, duties or responsibilities that are required of the employee. It is the Company’s policy to provide equal opportunity to all persons without regard to race, color, religion, sex, pregnancy, marital or domestic partner status, sexual orientation,...Full timeInternship
- ...About the role Our financial representatives at Modern Woodmen of America are dedicated... ...the community. Look for self-improvement opportunities. Enjoy building long-term relationships... ...already hold: an active life insurance license, FINRA securities registration (...Local area
Modern Woodmen
San Francisco, CA2 days ago - ...Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within... ...its finance team. This is an exceptional opportunity for an accounting professional eager to... ...Coordinate with external auditors, tax advisors, administrators, and other third-party...Work at office
Robert Half
San Francisco, CA14 hours ago - ...services, life sciences, and health tech. Responsibilities Build financial models (DCF, comps, precedent transactions) Prepare pitch... ...high-impact healthcare transactions Faster access to relevant opportunities via Career Launch To access roles like this and work with us...
Career Launch AI
San Francisco, CA4 days ago - ...institutional backing and a differentiated strategy, the firm offers the opportunity to join a sophisticated investment platform at an exciting... ....This role offers broad exposure across fund accounting, financial reporting, treasury, and investor activity, with a strong...
Robert Half
San Francisco, CA19 hours ago - ...The role involves representing lenders and borrowers in complex financial transactions. Duties Represent lenders and borrowers in... ...Excellent written and verbal communication abilities. Benefits Equal opportunity employer committed to diversity and inclusion. Reasonable...
BCG Attorney Search
San Francisco, CA2 days ago - ...including bonuses and equity. Benefit from abundant career growth opportunities, comprehensive benefits for employees and dependents, and a... ...and limited partner allocations.Produce quarterly and annual financial statements.Aid in annual audits and tax filings.Monitor cash...
Robert Half
San Francisco, CA19 hours ago - ...California affiliate of an $90 billion+ financial institutional to identify a Wealth Advisor to add to the growing private... ...50 years and is seeking a fully licensed wealth advisor to take advantage... ...Search Group is an equal opportunity employer. All aspects of employment...Local area
The Anderson Search Group
San Francisco, CA4 days ago $100k - $125k
...clarity to our most critical workstreams. This is a high-visibility opportunity for an impactful contributor to have a front-row seat to the... ...of a frontier tech leader and help architect our long-term financial foundations. You will: Establish Foundational FP&A: Build and...Work at officeProducePay
San Francisco, CA2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Licensed Financial Advisor Opportunities. Be the first to apply!
Related searches
- associate corporate finance San Francisco, CA
- financial associate San Francisco, CA
- financial advisor training program San Francisco, CA
- senior financial advisor San Francisco, CA
- estate planning consultant San Francisco, CA
- private wealth advisor San Francisco, CA
- financial advisor San Francisco, CA
- financial planner San Francisco, CA
- associate leveraged finance San Francisco, CA
- financial counselor San Francisco, CA