Senior Financial Advisor: Inherit $100M Book

Rogue Search; Kentucky; On-site; USD 200,000 - 500,000; Full time

Job summary

RogueSearch seeks an experienced Financial Advisor to assume leadership of a substantial existing book of business in a structured succession plan. The role offers a clear, multi-year transition tied to a retirement event in April 2027, with a path to ownership and client-centric continuity.

The opportunity emphasizes portability of client relationships, steady growth, and a partnership structure that rewards long-term performance and client focus.

Qualifications

• Experience as Financial Advisor in an independent, regional, or wirehouse environment.
• Ability to manage client relationships and retain assets through transitions.
• Willingness to bring a licensed assistant as part of the move.
• Emphasis on stability, continuity, and relationship-driven planning.

Responsibilities

• Experienced Financial Advisor currently in an independent, regional, or wirehouse environment.
• Demonstrated ability to manage client relationships and retain assets through transitions.
• Portable client base expected to follow the advisor to add to the existing book.
• Interested in growing by joining an established client base rather than building from scratch.
• Long-term mindset with potential involvement in a sunset or succession program.

Skills

Client relationship management

Transition management

Business development

Long-term planning

Job description

RogueSearch seeks an experienced Financial Advisor to assume leadership of a substantial existing book of business in a structured succession plan. The role offers a clear, multi-year transition tied to a retirement event in April 2027, with a path to ownership and client-centric continuity.

The opportunity emphasizes portability of client relationships, steady growth, and a partnership structure that rewards long-term performance and client focus.