Financial Advisor/Consultant

Job Title: Financial Representative – Boutique Financial Services Practice

Location: Flexible / Remote options available

About the Practice:
Join a boutique financial services practice specializing in advanced tax and risk mitigation strategies, tax-favored accumulation planning, and private wealth solutions for high-income individuals and business owners. The firm proudly aligns with a top 5 independent broker-dealer, providing extensive product access, integrated technology, and compliance support without compromising advisor independence.

Role Overview:
The ideal candidate is an experienced financial representative seeking autonomy, a competitive payout structure, and full ownership of their investment book of business. This opportunity is ideal for professionals ready to align with a growth-focused independent practice that prioritizes client value creation, long-term wealth strategies, and advanced tax integration.

Key Responsibilities:

• Deliver holistic financial planning focused on tax efficiency, asset protection, and accumulation strategies.
• Build and manage a client base with a consultative, relationship-driven approach.
• Collaborate with our advisory and tax teams to design and implement coordinated client strategies.
• Maintain compliance with broker-dealer and industry regulations while leveraging firm resources for scalability.

Candidate Requirements:

• Minimum 3 years of financial services industry experience.
• Documented annual production exceeding six figures.
• Active FINRA series licenses and state insurance credentials.
• Entrepreneurial mindset with a client-first approach to advisory relationships.
• Desire for professional autonomy and long-term partnership potential.

What’s Offered:

• Hyper-competitive commission structure.
• Full 100% ownership of your investment book of business.
• Strategic support for marketing, practice management, and growth initiatives.
• Access to a top 5 independent broker-dealer platform and exclusive planning resources.
• Opportunity to build equity in a financial services practice with an established nationwide footprint.

If you’re an established advisor seeking greater independence, advanced tax integration capabilities, and a performance-driven environment, we invite you to start a confidential conversation.

Job Types: Full-time, Contract

Pay: From $100,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Professional development assistance
• Retirement plan

Application Question(s):

• Do you have a valid securities license or the interest in pursuing licensing?

License/Certification:

• insurance license (Required)

Work Location: Remote