Transition your existing book of business to a more efficient, higher-payout platform
Maintain full ownership and control of client relationships
Deliver comprehensive wealth management advice aligned to your clients’ needs
Collaborate with other senior advisors and firm leadership
Participate in firm growth initiatives, mentorship, and leadership opportunities (optional, not required)

Financial / Wealth Advisors with a transferable book of business
Wirehouse or bank advisors currently earning ~25–35%
Independent advisors burdened by inefficiencies and lack of opportunity
Those with strong client retention and an extensive relationship management track record
Advisors motivated by better economics, autonomy, and long-term upside
Collaborative professionals who value flexibility and ownership
High-level professionals with experience in custodian platforms LPL and/or Schwab.
Preferred (Not Required): Book size of $20M–$100M+

Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

Financial Advisor

Key skills