Financial Advisor- Build your own legacy - GPAC : Job Details

Financial Advisor- Build your own legacy

GPAC

Job Location : Charlotte,NC, USA

Posted on : 2025-01-04T07:12:33Z

Job Description :

Financial Advisor – Build and Own Your Legacy Location: [Specify City/Region or Flexible/Remote ] Are you looking for a firm where your values align with those of the organization? A place where integrity and fiduciary responsibility to clients outweigh arbitrary AUM quotas? We are partnering with a unique firm that places culture ahead of profit. This is an organization that believes in empowering professionals to serve their clients with transparency, integrity, and purpose. The Opportunity: We are seeking experienced Financial Advisors with an established and growing book of business generating at least $350,000 in annual revenue. If you are ready to transition into an environment that supports your independence and success, this could be the perfect fit. What We're Looking For:

  • Active FINRA Series 7 and 65 licenses.
  • A clean U5 record.
  • Proven experience and a dedication to serving high and ultra-high-net-worth individuals and families.

What We Offer:

  • Generous Payout Plan: Retain control of your income with the opportunity to own your book of business.
  • Transition Support: Comprehensive assistance in moving your clients over smoothly and effectively.
  • Plug-and-Play Resources: Access to cutting-edge technology, phones, software platforms, and an established COI network.
  • Entrepreneurial Flexibility: Set up your own LLC and benefit from tax-deductible expenses, including client entertainment and company vehicles.
  • Continuity Agreement: Secure an independent valuation of your book for a seamless transition when you're ready to retire or sell.
  • Expertise and Legacy: Join a firm with decades of experience guiding high and ultra-high-net-worth clients.

This is more than a job—it's an opportunity to grow your practice, build your brand, and secure your legacy in a supportive, professional environment. Take the Next Step For more information about this compelling opportunity, contact David Boldon at [email protected].

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

Apply Now!

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