Financial Advisor

Rogue Search; Kentucky; Presencial; USD 200.000 - 500.000; Jornada completa

Descripción de la vacante

RogueSearch seeks an experienced Financial Advisor to assume leadership of a substantial existing book of business in a structured succession plan. The role offers a clear, multi-year transition tied to a retirement event in April 2027, with a path to ownership and client-centric continuity.

The opportunity emphasizes portability of client relationships, steady growth, and a partnership structure that rewards long-term performance and client focus.

Formación

• Experience as Financial Advisor in an independent, regional, or wirehouse environment.
• Ability to manage client relationships and retain assets through transitions.
• Willingness to bring a licensed assistant as part of the move.
• Emphasis on stability, continuity, and relationship-driven planning.

Responsabilidades

• Experienced Financial Advisor currently in an independent, regional, or wirehouse environment.
• Demonstrated ability to manage client relationships and retain assets through transitions.
• Portable client base expected to follow the advisor to add to the existing book.
• Interested in growing by joining an established client base rather than building from scratch.
• Long-term mindset with potential involvement in a sunset or succession program.

Conocimientos

Client relationship management

Transition management

Business development

Long-term planning

Descripción del empleo

Introduction

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

Overview

Anestablishedwealthmanagementpracticein Cincinnati, OHisseekinganexperiencedFinancialAdvisortostepintoastructuredsuccessionopportunitytiedtoaplannedadvisorretirementinApril2027.

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