Independent Financial Advisor - Build Your Own Practice

Portfolio Medics; United States; Remote; Full time

Benefits offered by this job

Training and compliance support

Flexibility to operate under your own brand

Generous compensation with uncapped potential

Job summary

A financial advisory firm in the United States is looking for an experienced Independent Financial Advisor. This role offers the opportunity to build your practice with full autonomy while managing your own client base. You will leverage innovative investment strategies and receive comprehensive support to focus on client relationships. Ideal candidates are licensed advisors with 3+ years of experience and a vision for independence. This position does not offer a starting salary but compensates based on Assets under Management (AUM).

Qualifications

• Licensed Financial Advisors (Series 65 or 66/7) with 3+ years of experience.
• Must have an established client base or a clear plan to grow one.
• Passion for delivering tailored, risk-managed solutions.

Responsibilities

• Build a thriving, independent practice with full autonomy.
• Leverage innovative investment strategies and robust support.
• Manage client relationships and focus on individual financial goals.

Skills

Financial advising

Client base management

Risk management

Entrepreneurship

Job description

A financial advisory firm in the United States is looking for an experienced Independent Financial Advisor. This role offers the opportunity to build your practice with full autonomy while managing your own client base. You will leverage innovative investment strategies and receive comprehensive support to focus on client relationships. Ideal candidates are licensed advisors with 3+ years of experience and a vision for independence. This position does not offer a starting salary but compensates based on Assets under Management (AUM).