Investment Advisor Representative

Portfolio Medics; United States; Remote; USD 75,000 - 150,000; Full time

Benefits offered by this job

Training and compliance support

Flexibility to operate under your own brand

Generous compensation with uncapped potential

Seamless Transition

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

Christopher Pollina works as an Independent Financial Advisor at PORTFOLIO MEDICS, LLC

Join Our Firm as an Independent Financial Advisor – Build Your Practice, Your Way

Are you a Series 65/66 holder with an established book of business, ready to break free from the constraints of traditional firms? At Portfolio Medics, we empower advisors to build thriving, independent practices while leveraging our innovative investment strategies and robust support.

Do you have a client base and want to offer them something truly unique while achieving your own financial and lifestyle goals? Let’s talk about going independent with Portfolio Medics.

Why Partner with Us?

• True Independence & Flexibility: Work with the clients you want, when and where you want, with the freedom to operate under your own brand and style.
• Support when you need it: We provide comprehensive training, compliance, technology, and marketing support to help you focus on what matters—your clients.
• Lucrative Payouts: Enjoy generous compensation with uncapped earning potential designed to reward your growth.
• Seamless Transition: Our proven process ensures you can bring your clients with confidence, minimal disruption and maximum retention.

Who We’re Looking For

• Licensed Financial Advisors (Series 65 or 66/7) with 3+ years of experience and an established client base (or a clear plan to grow one).
• Entrepreneurial professionals frustrated by high fees, quotas, limited product offerings, or lack of autonomy at their current firm.
• Advisors passionate about delivering tailored, risk‑managed solutions to clients of all portfolio sizes.

PLEASE NOTE

There is no starting salary at Portfolio Medics. Revenue is earned on fees charged on Assets under management (AUM).

Ready to Transcend Your Career?

This opportunity isn’t for everyone—it’s for advisors ready to defy comparison and build a practice that lasts a lifetime. If you’re feeling restricted by your firm’s bureaucracy or outdated strategies, Portfolio Medics offers a competitive edge. If you have a client base and a vision for independence, let’s connect.

Seniority Level: Mid‑Senior level

Employment Type: Other

Job Function: Finance and Sales

Industries: Investment Management