Financial Advisor
Financial Advisor OpportunitiesSan Francisco, CA, New York, NY, Houston, TX, Chicago, ILA premier global investment banking and wealth management firm is seeking two high-performing Financial Advisors to join our expanding advisory teams in the San Francisco, New York, Houston, and Chicago markets.This is an opportunity to align with a world-class organization known for sophisticated wealth strategies, elite client service, institutional-level resources, and an exceptional advisor support platform.We are seeking entrepreneurial professionals with proven success serving high-net-worth individuals and families who are ready to elevate their practice, increase earnings potential, and build long-term enterprise value.Two Distinct Career Paths1. Advisor Development TrackPartner with a Seasoned Senior AdvisorIdeal for advisors looking to accelerate growth through mentorship, advanced planning exposure, and institutional support.CompensationBase Salary: $75,000–$90,000Performance BonusesTotal Compensation Potential: Up to $250,000+ annuallyWhat You’ll GainDirect mentorship from a senior advisorHands-on development with high-net-worth clienteleStructured growth and career advancementAccess to sophisticated planning strategies and proprietary tools2. Independent Advisor ChannelBuild Your Practice with Full Institutional SupportDesigned for experienced advisors seeking greater autonomy, significantly higher payout structures, and long-term practice scalability.Compensation80%–85% Commission PayoutTotal Compensation Potential: $325,000–$450,000+ annuallyFirm Support IncludesDedicated support staffMarketing and branding supportAdvanced training and developmentState-of-the-art technology and practice management toolsE&O insurance coverageTravel expense reimbursementFull operational infrastructureWhy Advisors Join Our FirmWe believe exceptional advisors deserve exceptional support.Benefits & AdvantagesOutstanding collaborative cultureElite wealth management platformCutting-edge technology and planning toolsCompetitive compensation structureUncapped monthly bonus opportunitiesComprehensive benefits package including:Health insuranceRetirement benefitsLife insuranceLong-term disability coverageSuperior succession and retirement transition strategiesLong-term career growth and leadership opportunitiesOngoing coaching, mentorship, and professional developmentRequirementsMinimum Qualifications3–5 years of financial advisory experienceDemonstrated success working with high-net-worth clientsExisting book of business with approximately $10M–$50M in AUMFINRA Series 7 LicenseSeries 63 or 66Series 65 or 66Active State Insurance Licenses:HealthLifeVariable ProductsRequired Qualifications:Four-year college degree or equivalent experienceLegally authorized to work in the United States without sponsorshipEntrepreneurial mindset with strong business development capabilitiesDesire to grow within a coaching and peer-learning environmentProven track record of consistent production and client retentionStrong interpersonal, relationship-building, and communication skillsIdeal Candidate ProfileYou are a relationship-driven advisor who thrives in a performance-oriented environment and wants access to institutional-quality resources without sacrificing entrepreneurial freedom.You value:GrowthIndependenceElite client experiencesLong-term wealth creationCollaborative excellenceBuilding a lasting advisory businessApply TodayIf you are ready to take your advisory career to the next level with the support of a top-tier investment banking and wealth management platform, we encourage you to apply confidentially today. Send resume and LinkedIn profile to: shawnspaldingrecruitment@gmail.com