Wealth Advisor

Ellis Retirement Advisors; Tennessee; Hybrid; USD 75,000 - 250,000; Full time

Benefits offered by this job

401(k) plan

Hybrid work environment

Flexibility

Resources for growth

Job summary

Ellis Retirement Services seeks an experienced Wealth Advisor to join and operate with independence. You should have a built book, be ready for growth, and enjoy technology, mentorship, and collaboration while serving clients.

We offer a high production payout, a hybrid Memphis-based setup, and a path to scale your practice with robust support and resources. Expect $75k–$250k+ production potential with the firm’s infrastructure behind you.

Qualifications

• Must have at least $100,000 in annual recurring revenue in your book.
• Series 65 and/or CFP designation or applicable advisory licensing.
• Located in the Memphis area or open to relocation.
• Experience building and growing an advisory business.
• Independent, client-focused and entrepreneurial.

Responsibilities

• Grow client relationships and manage a wealth advisory book.
• Deliver personalized financial planning and investment guidance.
• Collaborate with a team, use technology, and scale the practice.

Skills

Client relationship management

Business development

Entrepreneurial mindset

Communication skills

Team collaboration

Education

CFP designation

Series 65

Tools

Wealthbox

RightCapital

Income Lab

Jump

Kwanti

FI360

Google Suite

Slack

Zoom

Loom

Canva

Job description

Compensation: high payout based on production

Ellis Retirement Services is looking for an experienced Wealth Advisor who has already built a book of business and is ready for something different than the traditional corporate financial advisor mold.

This isn't an entry-level advisor position. We're looking for an advisor with at least $100,000 in annual recurring revenue who enjoys serving clients and growing a business, but wants the freedom, technology, mentorship, collaboration, and support to do it their way.

If you're currently in a traditional corporate advisory environment and find yourself thinking there has to be a better, more enjoyable way to do this, we'd like to talk.

What We're Building

Memphis, TN | Hybrid

Compensation: high payout based on production

Ellis Retirement Services is looking for an experienced Wealth Advisor who has already built a book of business and is ready for something different than the traditional corporate financial advisor mold.

This isn't an entry-level advisor position. We're looking for an advisor with at least $100,000 in annual recurring revenue who enjoys serving clients and growing a business, but wants the freedom, technology, mentorship, collaboration, and support to do it their way.

If you're currently in a traditional corporate advisory environment and find yourself thinking there has to be a better, more enjoyable way to do this, we'd like to talk.

What We're Building

Ellis Retirement Services is an independent, fast-growing retirement and wealth management firm based in the Memphis area.

We're building a place where talented advisors can grow their businesses, take exceptional care of clients, and actually enjoy coming to work.

Our founder has more than 20 years of experience in financial services, advising clients and building businesses. We've invested heavily in the people, technology and processes that allow advisors to spend more time doing what they're best at: working with clients and growing their business.

We also believe the advisory business is changing quickly. Technology, AI, client expectations, and the role of the advisor will continue to evolve, and we have the ability to adapt and flex as we grow. We're small enough to move quickly, adopt better tools, and try new ideas without waiting for layers of corporate approval.

We are independent to our core. We answer to no one but our clients. We believe that being fee-based is the best method of providing our clients with amazing service and planning. We offer ZERO proprietary products. Our team provides our clients with what they need...full stop.

We take the work seriously, but we have a good time along the way. Life is much too short to be serious and boring all of the time.

Who We're Looking For

You may be a great fit if:

• You currently manage a portable book generating at least $100,000 in annual recurring revenue
• Your business is primarily advisory
• You have a Series 65 and/or CFP® designation, or can meet applicable advisory licensing requirements
• You're located in the Memphis area
• You want to continue growing your business
• You value independence and autonomy
• You want great resources without layers of corporate bureaucracy
• You're entrepreneurial, collaborative and enjoyable to work with
• You put clients first, no matter what

You Focus on Clients. We'll Help With the Rest.

You won't be building your infrastructure from scratch.

Our team provides experienced operational and administrative support, established investment management resources, financial planning tools, compliance infrastructure, office and meeting space, and business-development support.

Our technology stack includes Wealthbox, RightCapital, Income Lab, Jump, Kwanti, FI360, Google Suite, Slack, Zoom, Loom and Canva.

We add and remove tools as the market changes and as we need them.

But we're not married to a particular way of doing things. We want to use the best tools available and have the flexibility to change as technology and the advisory profession change.

If there's a better tool or a better way to serve clients, operate the business or grow your practice, we want to be able to move.

Grow Your Business Your Way

We want advisors to have the freedom to market and grow in ways that fit their personality, strengths and target market, but with our support.

Maybe that's networking and referrals. Maybe it's educational events, webinars, retirement plan relationships, video, social media, seminars or something we haven't thought of yet.

You won't be expected to figure it all out by yourself.

The firm can provide support with marketing collateral, presentations and webinar decks, video and content creation, digital marketing, client events and other business-development initiatives.

Have an idea you think could grow your business? Let's talk about how we can help you execute it.

You'll also have direct access to an experienced founder and advisor for mentorship, collaboration and help growing your practice.

Compensation & Benefits

Compensation is production-based and designed to reward growth, with potential compensation ranging from approximately $75,000 to $250,000+ depending on existing and future production.

We provide a temporary production draw during the transition period to help make the move easier.

Benefits include a 401(k) plan, hybrid work environment, flexibility, and the operational, technology, and marketing resources of an established advisory firm.

Specific compensation and transition arrangements will depend on the size and makeup of your existing book.

A Different Kind of Advisor Opportunity

We're not looking to hire an advisor and hand them a corporate playbook.

We're looking for someone who has already proven they can build relationships and wants a better environment to build the next stage of their career.

You'll have the freedom to develop your business, market yourself, and serve your clients in the way that fits you, while having a team and infrastructure behind you to help make it happen.

Bring your clients. Bring your desire to serve them well. We'll bring the infrastructure and support to help you build on that and enjoy the work as you go. Let's have some fun.