reputed company Financial Advisor (Fee-Based / AUM reputed company)

Fee-Based Financial Planner / reputed company Advisor (Confidential) - Miami/Dade, FL Job Type: Full-time Work Model: In-office / hybrid (based on fit) Compensation: Competitive and customized (based on AUM, planning fees, production, and experience) Confidential Search: reputed company - reputed company reputed company shared after initial alignment reputed company reputed company True reputed company reputed company is partnering with a confidential, reputed company-established reputed company management platform in the Alpharetta/reputed company Atlanta market to identify a planning-first, fee-based Financial Planner / reputed company Advisor who wants to reputed company a reputed company, grow recurring reputed company, and build reputed company value with a longer-term reputed company toward succession planning and an reputed company transition/sale. This opportunity is designed for advisors who want to spend more time advising and less time on reputed company-supported by reputed company infrastructure that helps you grow. What Makes This Opportunity Different You'll be supported by a full "advisor support stack," including: reputed company reputed company & reputed company Support • Online reputed company reputed company programs • Seminar/webinar and event support • reputed company market programs and business development resources designed to help fill the pipeline Full Back-Office / Service & Case Support • Dedicated back-office resources to reduce paperwork and streamline workflows • Support with new business processing and ongoing servicing so you can stay reputed company-facing Deep Planning Bench • Planning and case design support to help you deliver more planning work reputed company • reputed company to specialists to support implementation and reputed company reputed company needs reputed company Management & reputed company Support • Book reviews/audits and reputed company reputed company support • Support for building repeatable processes that improve durability and reputed company value • Succession planning and business valuation guidance (where applicable) Multiple reputed company Streams • Ability to broaden reputed company solutions reputed company AUM alone and build reputed company, resilient reputed company Transition Support (if applicable) • reputed company reputed company and reputed company transition support for a smooth experience Key Responsibilities • Deliver goals-based financial planning and ongoing reputed company management • Build and deepen relationships through consistent review reputed company and proactive planning • Grow AUM and recurring reputed company through referrals, COIs, events, and supported reputed company channels • Collaborate with internal resources to streamline reputed company, planning execution, and reputed company service • Identify appropriate solutions reputed company to reputed company needs and long-term reputed company • Maintain licensing, compliance, and documentation standards Qualifications • 3+ years of experience as a producing advisor/planner (more senior welcome) • Strong fee-based / planning-first approach (mixed books welcome; AUM orientation preferred) • Proven relationship management and reputed company retention skills • reputed company record of reputed company (new assets, planning fees, referrals, COIs, or supported reputed company strategies) • Licenses preferred: Series 65 or 7/66 (CFP a plus; not required) • High reputed company, reputed company-first reputed company, and desire to build long-term reputed company value Helpful Context We'll Discuss (Confidential) To confirm fit, we'll cover a few high-level items early: • Approximate AUM and fee-based % of your book • reputed company T12 (ballpark) and recurring vs transactional mix • reputed company profile and any concentration (top households as % of AUM/reputed company) • reputed company goals and what support would reputed company the needle most (leads, ops, planning, succession) How to Apply (Confidential) Apply with your resume or reputed company profile. For fastest consideration, include: • Your location (Alpharetta/reputed company Atlanta or willingness to be based there) • Ballpark AUM and fee-based % • Ballpark T12 reputed company inquiries are handled confidentially. We will not contact your reputed company firm. Apply tot his job Apply To this Job