Hybrid Wealth Advisor - $40M+ AUM, Planning & Growth

Procyon; Fulton (MD); Hybrid; USD 120,000 - 180,000; Full time

Job summary

Procyon, a wealth management platform, is seeking an established Financial Advisor with a portable book of business to drive growth and deliver planning-led wealth management. You will leverage the firm’s platform, including planning, investment, and tax teams, to scale your practice while maintaining a white-glove client experience.

The ideal candidate has a proven track record in business development, deep expertise in investments and financial planning, and is comfortable working in a hybrid

Qualifications

• Minimum $40 million in current, transferable client assets under management (AUM) required.
• Clean U4 with no disclosures or regulatory actions.
• Minimum 3 years of experience as a financial advisor with business development.
• Series 65 or ability to obtain within 3 months.
• CFP, JD, CPA, or CFA strongly preferred; expertise in planning, investments, tax, and risk.
• Proven ability to source, cultivate, and convert prospects into long-term clients.
• Exceptional interpersonal, written, and verbal communication skills.
• Strong organizational skills and ability to handle multiple priorities.
• High integrity with a clean compliance record.
• Team player with a strong work ethic and self-motivation.

Responsibilities

• Drive growth by sourcing, cultivating, and closing new client relationships.
• Build and execute a personal business development plan leveraging referrals and marketing.
• Develop Centers of Influence through networking and events.
• Deliver compelling, expertise-driven presentations to close leads and referrals.
• Serve as trusted lead advisor across investments, retirement, estate, tax and risk.
• Cultivate long-term client relationships and understand goals proactively.
• Provide excellent service and coordinate meetings, deliverables, and follow-up.
• Partner with Planning team to develop high-integrity financial plans.
• Identify gaps to generate new business and deepen relationships.
• Provide strategic investment, retirement, estate, tax, and insurance guidance.
• Leverage firm platform to scale practice with support teams.
• Adhere to standardized client service and maintain compliance.
• Collaborate across teams to share insights and drive performance.

Skills

Business development

Closing new client relationships

Interpersonal communication

Client relationship management

Series 65

CFP/JD/CPA/CFA

U4 clean

Organization

Team player

Self-motivation

Education

CFP certification

Juris Doctor (JD)

CPA

CFA

Finance degree

Tools

Charles Schwab

Fidelity

Black Diamond

Job description

Procyon, a wealth management platform, is seeking an established Financial Advisor with a portable book of business to drive growth and deliver planning-led wealth management. You will leverage the firm’s platform, including planning, investment, and tax teams, to scale your practice while maintaining a white-glove client experience.

The ideal candidate has a proven track record in business development, deep expertise in investments and financial planning, and is comfortable working in a hybrid