Financial Advisor

KDS Strategic Search Group; Fairfield (NJ); In loco; USD 150.000 - 350.000; Tempo pieno

Descrizione del lavoro

KDS Strategic Search Group is representing a highly successful independent wealth management firm near Fairfield, New Jersey, seeking one experienced Financial Advisor to become a long-term member of the practice and potential successor.

Position offers infrastructure, support, and economics to focus on client service and growth. Ideal candidates bring a proven ability to build relationships and manage substantial assets.

Competenze

• Five or more years as a Financial Advisor.
• Minimum of approximately $10 million in assets under management, with $15 million or more preferred.
• Proven ability to build and retain client relationships.
• Comprehensive financial planning approach.
• Entrepreneurial mindset with a desire to continue growing.

Mansioni

• Build and grow your client book with a long-term partner.
• Focus on serving clients and growing relationships with infrastructure and support.
• Transition to ownership could be available as part of succession plan.
• Customized in-house marketing and planning technology to support growth.
• Initial setup without a company-paid dedicated assistant, with transition compensation as assets transfer.

Conoscenze

Financial advisor

Client relationships

Financial planning

Entrepreneurial mindset

Descrizione del lavoro

Looking for one Financial Advisor | Established Book of Business | Potential Long-Term Succession Opportunity

This could be the opportunity of a lifetime. Our client is a highly successful, independent wealth management firm near Fairfield, New Jersey, seeking one experienced Financial Advisor to become a long-term member of the practice.

This is not a production shop looking to hire multiple advisors. The owner is looking for one professional who wants to build a career, become a trusted partner, and ultimately have the opportunity to play a significant role in the firm's long-term succession plan.

If you have built a solid practice but are tired of managing every aspect of the business yourself, this opportunity provides the infrastructure, support, and economics to help you focus on what you do best: serving clients and growing relationships.

Ideal Background

• Five or more years as a Financial Advisor
• Minimum of approximately $10 million in assets under management, with $15 million or more preferred
• Proven ability to build and retain client relationships
• Comprehensive financial planning approach (see below)
• Entrepreneurial mindset with a desire to continue growing

What Makes This Opportunity Different

• Approximately 60% payout on your existing book
• An approximate check around .8% of assets
• Expected internal referrals of approximately $2-3 million in new client assets annually
• Dedicated in-house investment management so you can focus on advising clients instead of portfolio management and trading
• Established marketing support and planning technology
• No company-paid dedicated assistant initially. .
• Comprehensive financial planning environment serving high-net-worth clients
• Potential long-term opportunity to become the owner's successor
• Transition compensation can be structured to help offset any temporary income gap while assets are transferred

This opportunity is ideal for an advisor who has proven they can build a business and is now looking for a permanent home with an experienced advisor who is committed to investing in their long-term success.

All inquiries will be handled with complete confidentiality.

A full-service, holistic wealth management practice providing:

• Comprehensive Financial Planning
• Investment Management
• Retirement Planning
• Retirement Income Planning
• Trust Planning
• Insurance & Risk Management
• Wealth Preservation
• Wealth Transfer Strategies
• Cash Flow Planning
• Social Security Planning
• High Net Worth Wealth Planning
• Multi Generational Wealth Planning
• Coordination with CPAs and Estate Attorneys