Lead Advisor

Lead Advisor$80,000 - $100,00 base + 20% annual performance bonusFully Remote, Full benefits, Exceptional CultureMust have: Series 7 · 3–7 years of wealth management experience · Active prospecting abilityOur client is one of the fastest-growing firms in a major national wealth management network — nationally recognized, high-performing, and built around a culture of excellence and growth. This is a remote Lead Advisor seat for someone ready to hit the ground running: you'll inherit a set of client relationships to manage from day one while building your own pipeline in parallel. The firm works heavily with technology professionals and stock compensation — candidates who already speak that language will have an immediate edge.Why this role is remarkableA real book from day one — you take over a set of client relationships that will fill roughly half your week, so you're producing immediately rather than starting cold.Upside is real — base goes to $100K+ for the right candidate, commission on top, and the firm is growing fast enough that your ceiling moves with it.A nationally recognized platform — regular media appearances, a high-performance culture, and a team that takes professional development seriously.What we're looking forSeries 7 required on day one. CFP is a strong plus and will be rewarded in comp.3 to 7 years of wealth management experience — you understand the work and can operate independently.A self-starter who can fill half their own calendar through prospecting. You'll have a client base to manage; the expectation is you're also building alongside it.Community-rooted and relationship-driven — ideally you're already plugged into a network you can prospect within. A portable book is a plus but not required.Stock compensation fluency — the firm's client base skews heavily toward tech professionals with complex equity situations. Candidates who already understand RSUs, ESPPs, and NQSOs will ramp faster.Exceptional time management, a growth mindset, and someone who genuinely wants to build — not someone looking for an exit ramp in two years.Candidates that are selected to continue in the process will receive an invite from Forgent with more details regarding next steps.