Financial Advisor

Posted 2 days ago

kds strategic search groupFairfield (NJ)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Senior

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About the role

Looking for one Financial Advisor | Established Book of Business | Potential Long-Term Succession Opportunity This could be the opportunity of a lifetime. Our client is a highly successful, independent wealth management firm near Fairfield, New Jersey, seeking one experienced Financial Advisor to become a long-term member of the practice. This is not a production shop looking to hire multiple advisors. The owner is looking for one professional who wants to build a career, become a trusted partner, and ultimately have the opportunity to play a significant role in the firm's long-term succession plan. If you have built a solid practice but are tired of managing every aspect of the business yourself, this opportunity provides the infrastructure, support, and economics to help you focus on what you do best: serving clients and growing relationships.

Ideal Background:

Five or more years as a Financial Advisor
Minimum of approximately $10 million in assets under management, with $15 million or more preferred
Proven ability to build and retain client relationships
Comprehensive financial planning approach (see below)
Entrepreneurial mindset with a desire to continue growing
What Makes This Opportunity Different
Approximately 60% payout on your existing book
An approximate check around .8% of assets
Expected internal referrals of approximately $2-3 million in new client assets annually
Dedicated in-house investment management so you can focus on advising clients instead of portfolio management and trading
Established marketing support and planning technology
No company-paid dedicated assistant initially. .Comprehensive financial planning environment serving high-net-worth clients
Potential long-term opportunity to become the owner's successor
Transition compensation can be structured to help offset any temporary income gap while assets are transferred

This opportunity is ideal for an advisor who has proven they can build a business and is now looking for a permanent home with an experienced advisor who is committed to investing in their long-term success. All inquiries will be handled with complete confidentiality. A full-service, holistic wealth management practice providing: Comprehensive Financial Planning Investment Management Retirement Planning Retirement Income Planning Tax Planning & Tax Strategy Estate & Legacy Planning Trust Planning Insurance & Risk Management Wealth Preservation Wealth Transfer Strategies Cash Flow Planning Social Security Planning High Net Worth Wealth Planning Multi Generational Wealth Planning Coordination with CPAs and Estate Attorneys

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