Financial Advisor

Rogue Search; Bowling Green (KY); Hybrid; USD 250,000 - 500,000; Full time

Job summary

RogueSearch is seeking an experienced Financial Advisor to step into a structured succession opportunity tied to an April 2027 retirement. The role involves inheriting and managing a substantial existing book of business through a multi-year transition with a partnership-style structure.

The position offers flexible office location options across Northern Kentucky and Cincinnati, with onboarding support and a focus on client-centric transitions that ensure continuity and long-term upside.

Qualifications

• Experienced Financial Advisor currently in an independent, regional, or wirehouse environment.
• Proven ability to manage client relationships and retain assets through transitions.
• Willingness to participate in a sunsetting or succession program.

Responsibilities

• Manage client relationships and retain assets through transitions.
• Leverage a portable client base to grow the existing book.
• Participate in a long-term succession plan and potential ownership trajectory.

Skills

Client relationships

Asset management

Transition planning

Succession readiness

Job description

Introduction

RogueSearch has over 23 years of providing consulting, training and recruitment services to respected organizations throughout the nation!

Overview

AnestablishedwealthmanagementpracticeinNorthernKentuckyisseekinganexperiencedFinancialAdvisortostepintoastructuredsuccessionopportunitytiedtoaplannedadvisorretirementinApril2027.

Thisisarareopportunitytoinheritandmanageasubstantialexistingbookofbusinessthroughaclearlydefined,multi-yeartransitionplan.

OpportunityHighlights

• $100millionbookofbusinesstobetransitionedovertime
• Approximately50%managedassets/50%transactional
• PlannedretirementinApril2027,allowingforathoughtful,client-centrictransition
• Partnershipstructureattheoutset,withpayoutincreasingannually
• 100%ownershipbyyearsix
• Designedtoensurecontinuityforclientswhileprovidingmeaningfullong-termupsidefortheincomingadvisor

Responsibilities

• ExperiencedFinancialAdvisorcurrentlyinanindependent,regional,orwirehouseenvironment
• Demonstratedabilitytomanageclientrelationshipsandretainassetsthroughtransitions
• Portableclientbaseexpectedtofollowtheadvisortoaddtotheexistingbook
• Interestedinacceleratinggrowthbysteppingintoanestablishedclientbaseratherthanbuildingfromscratch
• Long-termmindsetwithinterestineventuallyparticipatinginasunsettingorsuccessionprogramoftheirown

Requirements

• FlexibleofficelocationoptionsthroughoutNorthernKentuckyandCincinnatitoaccommodatebothadvisorandclientpreferences
• Transitionandonboardingsupportprovided
• Abilitytobringalicensedassistantaspartofthemove,ifdesired
• Emphasisonstability,continuity,andrelationship-drivenplanning