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Financial Advisor

MBC Talent Connections

About the job Financial Advisor


Senior Financial Advisor - Remote/Hybrid

Opportunity Overview

Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and supportive platform.

This opportunity is ideal for advisors looking for:
  • Greater control over income
  • More time focused on client relationships
  • Less administrative responsibility
  • Resources to support continued growth
Responsibilities
  • Manage and grow an existing client base
  • Build and maintain long-term relationships with high-net-worth clients
  • Develop personalized financial strategies
  • Identify opportunities to expand client relationships
  • Focus on higher-value advisory services
Qualifications
  • 10+ years of wealth management experience
  • Active Series 7 license required
  • Series 66 preferred
  • Established book of business preferred
  • Strong client relationship and communication skills
  • Growth-focused and entrepreneurial mindset
What's Offered
  • 65% payout structure
  • Flexible 1099 or W2 options
  • Remote/hybrid flexibility
  • Benefits available for W2 employees
  • Transition and sign-on support
  • Strong operational and back-office support
  • Ability to focus on growing your advisory practice

Ideal Candidate

An experienced advisor who wants independence with infrastructure, stronger support, and the ability to scale their business.
Vacancy posted 2 days ago
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