Wealth Advisor - Equity Ownership Path

Affinity - Search & Consulting; United States; On-site; USD 90,000 - 160,000; Full time

Benefits offered by this job

Equity opportunity

Advisor-owned firm

Premier client service & back-office

Job summary

Affinity - Search & Consulting is seeking an experienced Financial Advisor for a JoCo-based advisory practice that offers an equity opportunity within an advisor-owned wealth management firm.

The firm emphasizes planning-led client service, long-term relationships, and advisor autonomy, backed by strong infrastructure and back-office support and modern technology. This is a unique chance to grow professionally while building enterprise value.

Qualifications

• Proven ability to build lasting relationships with affluent clients.
• Ability to deliver comprehensive financial planning advice.
• Entrepreneurial approach with growth orientation.

Responsibilities

• Provide comprehensive financial planning and advice to clients.
• Develop and manage client relationships to grow the advisory practice.
• Collaborate with support teams to deliver high-quality service.

Skills

Relationship building

Financial planning

Entrepreneurial mindset

Job description

Affinity - Search & Consulting is seeking an experienced Financial Advisor for a JoCo-based advisory practice that offers an equity opportunity within an advisor-owned wealth management firm.

The firm emphasizes planning-led client service, long-term relationships, and advisor autonomy, backed by strong infrastructure and back-office support and modern technology. This is a unique chance to grow professionally while building enterprise value.