Succession-Ready Financial Advisor: Inherit $100M Book

Rogue Search; Bowling Green (KY); Híbrido; USD 250.000 - 500.000; Jornada completa

Descripción de la vacante

RogueSearch is seeking an experienced Financial Advisor to step into a structured succession opportunity tied to an April 2027 retirement. The role involves inheriting and managing a substantial existing book of business through a multi-year transition with a partnership-style structure.

The position offers flexible office location options across Northern Kentucky and Cincinnati, with onboarding support and a focus on client-centric transitions that ensure continuity and long-term upside.

Formación

• Experienced Financial Advisor currently in an independent, regional, or wirehouse environment.
• Proven ability to manage client relationships and retain assets through transitions.
• Willingness to participate in a sunsetting or succession program.

Responsabilidades

• Manage client relationships and retain assets through transitions.
• Leverage a portable client base to grow the existing book.
• Participate in a long-term succession plan and potential ownership trajectory.

Conocimientos

Client relationships

Asset management

Transition planning

Succession readiness

Descripción del empleo

RogueSearch is seeking an experienced Financial Advisor to step into a structured succession opportunity tied to an April 2027 retirement. The role involves inheriting and managing a substantial existing book of business through a multi-year transition with a partnership-style structure.

The position offers flexible office location options across Northern Kentucky and Cincinnati, with onboarding support and a focus on client-centric transitions that ensure continuity and long-term upside.