Financial & Wealth Advisors

Dreams 2 Reality Recruitment; Connecticut; On-site; USD 120,000 - 260,000; Full time

Job summary

Dreams 2 Reality Recruitment is seeking experienced Financial & Wealth Advisors who have built and managed their own wealth management practices and are interested in a growth-oriented opportunity with operational support and succession planning. Ideal candidates typically manage $30 million+ in assets and have 20+ years in the industry.

This opportunity offers revenue-based compensation with up to 70% bonus potential and the ability to retain the majority of your existing book of business.

Qualifications

• Ideal candidates have 20+ years of experience in wealth management.
• Must have an established book of business, typically $30 million AUM or more.
• Looking for independent advisors seeking growth, support, and succession planning.

Responsibilities

• Maintain client relationships, manage investments, and grow assets under management.

Job description

Location: Nationwide – Multiple Major U.S. Markets
Opportunity Type: Independent Advisor Affiliation / Practice Transition
Compensation: Revenue-Based Compensation | Up to 70% Bonus Potential |Retain the Majority of Your Existing Book of Business

About the Opportunity

We are actively seeking experienced Financial & WealthAdvisors who have successfully built and managed their own wealth managementpractices and are interested in exploring new opportunities for growth,operational support, and long-term business succession.

This is not a traditional salaried position. We are lookingto connect with established financial advisors who have built a substantialclient base, typically managing $30 million or more in client assets.

Ideal candidates generally have 20+ years of industryexperience and an established book of business. Many operate independently oras part of a small advisory partnership.

Why Consider a Change?

Successful independent advisors often reach a point where the administrative and operational demands of running their own practice beginto take time away from what they do best: building relationships, acquiring newclients, and managing wealth.

Increasing regulatory requirements, complianceresponsibilities, technology costs, and back-office demands can make operatingindependently increasingly challenging.

This opportunity provides established advisors with the ability to maintain their independence and client relationships while gaining access to the resources, infrastructure, and support of a larger financialservices organization.

Potential reasons to explore this opportunity include:

• ReducedAdministrative Burden: Access compliance, operational, technology, andadministrative support.
• BusinessGrowth: Spend more time developing client relationships and expandingassets under management.
• CompetitiveCompensation: Revenue-based compensation structure with up to 70%bonus potential.
• EnhancedResources: Gain access to professional office environments, technologyplatforms, and dedicated support teams.
• PracticeExpansion: Explore opportunities to join a larger advisory practice orexpand your existing business.
• SuccessionPlanning: Develop a long-term transition strategy and establish apotential exit plan for your practice and clientrelationships.
• GreaterFlexibility: Explore different office locations, practice structures,and support models based on your business needs.

What the Opportunity Offers

Advisors who transition may have access to a variety ofaffiliation and practice models designed around the size, structure, and goalsof their existing business.

The objective is to allow advisors to retain the majority ofthe revenue they currently generate while benefiting from an establishedsupport structure, operational resources, and the infrastructure of a largerorganization.

Rather than managing every aspect of a standalone business,advisors can focus more of their time on serving clients, managing investments,and growing their practices.

Ideal Candidate Profile

• RegisteredInvestment Advisor (RIA) or experienced independent financial advisor.
• Typically20+ years of experience in wealth management or financial services.
• Establishedbook of business with approximately $30 million or more in assets undermanagement (AUM).
• Proventrack record of managing client portfolios and building long-term clientrelationships.
• Currentlyoperating an independent practice, advisory firm, or partnership.
• Interestedin growth, operational support, joining a larger platform, or exploringsuccession planning.
• Opento evaluating alternative business structures that allow them to maintaintheir client relationships and revenue streams.

Nationwide Opportunities

We are conducting an ongoing nationwide search and haveopportunities across major metropolitan markets throughout the United States.Relocation is generally not required, as multiple office locations andaffiliation options may be available.

We are interested in connecting with established advisorswho may not be actively looking for a change but would be open to aconfidential conversation about improving their current business structure,expanding their practice, or planning for the future.

This is an opportunity to build on the success you'vealready achieved while gaining the resources, support, and financial incentivesto take your practice to the next level.