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Job description
Independent Financial Advisor — succession opportunity
Full-time book of business transition, 4–6 year timeline
About the opportunity:
We are a well-established independent financial advisor practice looking for a motivated, seasoned advisor to join our team with a clear path to owning and operating our existing book of business. This is a rare opportunity for the right person to step into a thriving practice, build meaningful client relationships, and take full ownership over a structured 4–6 year transition period.
If you're an experienced advisor who is entrepreneurial at heart, values long-term client relationships, and is ready to build something of your own — this role was designed for you.
What you'll do
· Manage and grow an existing client portfolio, providing comprehensive financial planning and investment advice
· Work closely with the current advisors through a structured knowledge and client transition process
· Develop and execute personalized financial strategies aligned with each client's goals and risk tolerance
· Build trust with existing clients and expand the practice through referrals and networking
· Maintain full compliance with regulatory requirements and industry best practices
Requirements
What we're looking for:
· Minimum 5 years of experience as a licensed financial advisor
· Demonstrated track record of client retention, growth, and relationship management
· Strong self-motivation and the drive to work independently with minimal oversight
· Genuine interest in eventually owning and operating an independent financial practice
· Excellent communication and interpersonal skills — you build trust naturally
· Current and in good standing with all applicable licensing requirements
Nice to have:
· CFP® (Certified Financial Planner) designation — strongly preferred and considered a significant asset
· Experience with financial planning software and CRM platforms
· Existing professional network or demonstrated ability to source new client
Benefits
What's we offer:
· A clearly defined succession plan with full ownership transition over 4–6 years
· Competitive compensation structure tied to book performance and growth
· Mentorship and knowledge transfer from seasoned advisors committed to your success
· Flexibility and autonomy in how you manage and grow your practice
Ready to take the next step?
If you're an experienced, self-driven advisor looking for more than just another job — this is your chance to build something lasting. Send your resume and a brief cover letter outlining your experience and your vision for your practice to We look forward to a confidential conversation.
Worksite address
reading, PA, 19610, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.