Independent Financial Advisor - MEI Financial Group

Kestra Financial; Reading (Berks County); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Ownership path

Job summary

Kestra Financial is seeking an experienced financial advisor to join our team with a clear path to owning and operating our existing book of business. This is a structured succession opportunity designed to transition ownership over 4–6 years, enabling you to build a lasting practice.

As part of the team, you will manage a client portfolio, collaborate with current advisors through a structured transition, and develop personalized financial plans aligned with client goals and risk tolerance.

Qualifications

• Minimum 5 years of experience as a licensed financial advisor.
• Current and in good standing with licensing requirements.
• Strong communication and interpersonal skills; self-motivated and autonomous.

Responsibilities

• Manage and grow an existing client portfolio with comprehensive financial planning and investment advice.
• Work with current advisors through a structured knowledge and client transition process.
• Develop and execute personalized financial strategies aligned with client goals and risk tolerance.
• Maintain regulatory compliance and industry best practices.

Skills

Financial advisory experience

Client relationship management

Independent work

Networking

Education

CFP designation

Tools

Financial planning software

CRM platforms

Job description

Independent Financial Advisor — succession opportunity

Full-time book of business transition, 4-6 year timeline

About the opportunity:

We are a well-established independent financial advisor practice looking for a motivated, seasoned advisor to join our team with a clear path to owning and operating our existing book of business. This is a rare opportunity for the right person to step into a thriving practice, build meaningful client relationships, and take full ownership over a structured 4-6 year transition period.

If you're an experienced advisor who is entrepreneurial at heart, values long-term client relationships, and is ready to build something of your own — this role was designed for you.

What you'll do

• Manage and grow an existing client portfolio, providing comprehensive financial planning and investment advice


• Work closely with the current advisors through a structured knowledge and client transition process


• Develop and execute personalized financial strategies aligned with each client's goals and risk tolerance


• Build trust with existing clients and expand the practice through referrals and networking


• Maintain full compliance with regulatory requirements and industry best practices

Requirements

What we're looking for:

• Minimum 5 years of experience as a licensed financial advisor


• Demonstrated track record of client retention, growth, and relationship management


• Strong self-motivation and the drive to work independently with minimal oversight


• Genuine interest in eventually owning and operating an independent financial practice


• Excellent communication and interpersonal skills — you build trust naturally


• Current and in good standing with all applicable licensing requirements

Nice to have:

• CFP® (Certified Financial Planner) designation — strongly preferred and considered a significant asset


• Experience with financial planning software and CRM platforms


• Existing professional network or demonstrated ability to source new client

Benefits

What's we offer:

• A clearly defined succession plan with full ownership transition over 4-6 years


• Competitive compensation structure tied to book performance and growth


• Mentorship and knowledge transfer from seasoned advisors committed to your success


• Flexibility and autonomy in how you manage and grow your practice