Financial Advisor

Affinity - Search & Consulting; United States; On-site; USD 90,000 - 160,000; Full time

Benefits offered by this job

Equity opportunity

Advisor-owned firm

Premier client service & back-office

Job summary

Affinity - Search & Consulting is seeking an experienced Financial Advisor for a JoCo-based advisory practice that offers an equity opportunity within an advisor-owned wealth management firm.

The firm emphasizes planning-led client service, long-term relationships, and advisor autonomy, backed by strong infrastructure and back-office support and modern technology. This is a unique chance to grow professionally while building enterprise value.

Qualifications

• Proven ability to build lasting relationships with affluent clients.
• Ability to deliver comprehensive financial planning advice.
• Entrepreneurial approach with growth orientation.

Responsibilities

• Provide comprehensive financial planning and advice to clients.
• Develop and manage client relationships to grow the advisory practice.
• Collaborate with support teams to deliver high-quality service.

Skills

Relationship building

Financial planning

Entrepreneurial mindset

Job description

Are you at the point in your career where you've built meaningful client relationships and are ready to take the next step with an equity opportunity at a respected, advisor-owned wealth management firm?

An established RIA in JoCo is seeking an experienced Financial Advisor to join its growing team. This is an opportunity to become part of a collaborative, planning-focused organization that values long-term relationships, advisor autonomy, and genuine ownership.

A well-established firm with the infrastructure, technology, and client service support already in place, this firm empowers advisors to focus on what they do best: serving clients professionally and growing their practice.

Why might this be Interesting?

• Genuine opportunity for equity participation - be an Owner
• Advisor-owned firm with a long-term vision - no selling to P/E
• Fully built premier client service and operational support
• Modern technology platform and strong back-office infrastructure
• Leadership committed to organic growth and advisor success

Does this sound like you?

• Have built lasting relationships with affluent clients
• Take pride in delivering comprehensive financial advice
• Value collaboration over internal competition
• Are entrepreneurial and interested in helping shape the future of a growing firm
• Want to build enterprise value—not simply earn another payout

Whether you're currently with a wirehouse, regional firm, independent broker-dealer, bank wealth management group, or another advisory practice, this is a unique opportunity for the Advisor at the right point in their career to make this leap.