Independent Financial Advisor- Hybrid or Remote, your choice

The grass truly is greener as an independent business owner—but independence doesn’t mean going it alone. Our team is here to support you, with a full-time compliance officer, a CFA charter-holding CIO, and leadership from a producing CFP. We understand the resources you need to grow your business, safeguard your practice, and serve your clients effectively. Independent Financial Advisor Benefits: • Competitive compensation package. (80 to 90% payouts) • Backed by one of the largest broker-dealers in the USA. • Supportive and collaborative team environment: Trading, Compliance and Operations Independent Financial Advisor Responsibilities: • Build and maintain strong client relationships. • Provide comprehensive financial planning advice, including investment strategies, retirement planning, estate planning, and insurance. • Conduct financial needs assessments and develop personalized financial plans. • Manage client portfolios and provide ongoing investment management services. • Educate clients on financial concepts and market trends. • Generate leads and build a strong referral network. • Comply with all applicable regulatory and compliance requirements. Independent Financial Advisor Qualifications: • Proven track record of success in the financial services industry. (minimum of $200k in annual Fee production) • Excellent communication, interpersonal, and presentation skills. • Strong analytical and problem-solving skills. • Client-focused and results-oriented. • Series 7 and 66 (or 63 & 65) licenses are preferred. CFP is a plus. • A Bachelor's degree in finance, economics, or a related field is preferred. Apply tot his job