Summary from listing
The client is hiring a financial advisor to serve as a comprehensive financial planner for an emerging-affluent client base, managing and growing an existing book of 270 client households. The role includes second-chairing client meetings, taking full relationship ownership, developing new business, and mentoring other advisors toward equity partnership. The position requires 10+ years of financial-services experience, with CFP preferred or in progress, and offers uncapped production-based compensation with an equity partnership opportunity within 3–5 years.
