Independent Wealth Advisor: Growth & Equity Path (Remote)

Harrison Gray Search; United States; Remote; USD 150,000 - 350,000; Full time

Benefits offered by this job

Medical & dental

401(k) with match

Firm-funded leads

One-on-one coaching & marketing help

Remote work from anywhere in the U.S.

Job summary

Harrison Gray Search is partnering with a fiduciary, fee-based independent RIA to add established Financial Advisors who want the economics and autonomy of independence, plus a firm that actively invests in their growth. Bring your existing client practice to a firm that handles compliance, technology, investment management, operations and marketing, so you can focus on clients and growth.

The firm puts real resources behind helping you grow. You keep your client relationships and your approach.

Qualifications

• Portable, fee-based advisory book, ideally $50M+ AUM ($40M+ considered)
• Consistent growth in clients and assets
• Holistic, planning-led client relationships and a fiduciary mindset

Skills

Advisory book

Asset growth

Fiduciary mindset

Entrepreneurial

Coachable

Team-oriented

Job description

Harrison Gray Search is partnering with a fiduciary, fee-based independent RIA to add established Financial Advisors who want the economics and autonomy of independence, plus a firm that actively invests in their growth. Bring your existing client practice to a firm that handles compliance, technology, investment management, operations and marketing, so you can focus on clients and growth.

The firm puts real resources behind helping you grow. You keep your client relationships and your approach.