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Job description
Multiple Markets | Growth Opportunities Available
Build Your Practice. Own Your Future.
Our client is a well-established, multi-billion-dollar independent wealth management firm seeking experienced Wealth Advisors, Advisor Teams, and Independent Practices interested in accelerating the next stage of their business.
This opportunity combines entrepreneurial freedom with institutional resources, allowing advisors to maintain greater control over their practice while benefiting from sophisticated technology, compliance, operations, and transition support.
If you're looking for stronger economics, long-term ownership, and a platform built for growth, we'd welcome a confidential conversation.
What We're Looking For
Approximately $750K+ T12 production and/or $50M+ in client assets
8+ years of wealth management experience
Strong relationships with affluent, HNW, or UHNW clients
Demonstrated business development success
We’re interested in speaking with:
Wirehouse Advisors
Why Advisors Consider This Opportunity
More control over your practice
Flexibility to build your own team
Ability to shape your client experience
Long-term ownership opportunities
Attractive Economics
Competitive advisor payout structure
Equity participation opportunities
Ability to build enterprise value
Flexible succession planning
Best-in-Class Transition Support
A dedicated transition team helps manage:
Legal
Operations
Client onboarding
Transition planning
Allowing advisors to remain focused on their clients throughout the process.
Client Focus
Our client primarily serves:
High-Net-Worth Families
Business Owners
Corporate Executives
Multi-Generational Families
Ultra-High-Net-Worth Clients
This Opportunity May Be Right For You If...
Equity ownership
Succession planning flexibility
Institutional resources without sacrificing independence
A platform designed to help you grow
Additional information regarding our client, platform, advisor economics, and transition support will be shared with qualified candidates during the interview process.
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Worksite address
chicago, IL, 60290, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.