Own-Your-Book Financial Advisor | Hybrid + High Payout

Posted 2 days ago

terrio groupPort St Lucie (FL)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Senior

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About the role

The Terrio Group in Port St. Lucie, FL is seeking a licensed, producing Financial Advisor to join our hybrid team. You will own your income by bringing your existing book, while receiving structured support and coaching to grow production. You’ll work with a dedicated team covering planning, operations, and compliance, using firm systems to track ROI and expand your client base. Remote considered for an established producer with a portable book; in-person work is the default.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.