Independent Wealth Advisor — High Payout & True Client Ownership

Crete Professionals Alliance; United States; Remote; USD 150,000 - 600,000; Full time

Benefits offered by this job

Professional growth opportunities

Access to Becker and LinkedIn Learning

Job summary

A leading financial services organization is seeking experienced Financial Advisors with a transferable book of business. This role offers an elite payout structure of 60–80%+, unmatched client ownership, and opportunities for long-term growth. Candidates should have robust client retention skills and may earn between $150K and $600K+ annually based on performance. The firm values independence while providing a supportive environment that fosters professional growth and development.

Qualifications

• Successful financial advisor with a transferable book of business is required.
• Experience in wealth management and financial advising is essential.
• Strong client retention and relationship management skills are necessary.

Responsibilities

• Transition existing book of business to a higher-payout platform.
• Deliver comprehensive wealth management advice to clients.
• Collaborate with senior advisors and participate in growth initiatives.

Skills

Client retention

Relationship management

Financial advising

Experience with custodian platforms LPL and/or Schwab

Job description

A leading financial services organization is seeking experienced Financial Advisors with a transferable book of business. This role offers an elite payout structure of 60–80%+, unmatched client ownership, and opportunities for long-term growth. Candidates should have robust client retention skills and may earn between $150K and $600K+ annually based on performance. The firm values independence while providing a supportive environment that fosters professional growth and development.