Financial Advisor

About the Firm: We’re representing a well‑established, independent wealth management firm dedicated to providing fiduciary, client‑first financial guidance. For more than two decades, the firm has helped individuals and families achieve their financial goals through comprehensive planning, disciplined portfolio management, and a commitment to high‑touch service. The team takes a holistic approach—beginning with a deep understanding of each client’s objectives—followed by tailored recommendations and ongoing support as life and financial circumstances evolve. With a collaborative culture, strong planning expertise, and a dedicated investment team, the firm prides itself on delivering objective advice designed to help clients accumulate, preserve, and transfer wealth confidently. Why This Opportunity Stands Out: Step into a meaningful book of recurring‑revenue clients; No requirement to bring a full book—ideal for advisors ready for the next step; High‑integrity, collaborative team environment; Full support to help grow and expand your practice; Excellent client base from day one; Long‑term stability and career progression opportunities.