Senior Financial Advisor (RIA) Bring Your Book | Lexington, KY

Job Title Senior Financial Advisor (RIA) $40M+ Portable Book of Business - On-Site - Lexington KentuckyJob Location Lexington, KentuckyIn-Office, Hybrid or Remote Primarily in-officeWorking Hours Full-timeLanguages English requiredWhat the Client Offers Competitive compensation structure tied to revenue and book of business (USD)Strong earning potential for advisors managing and growing client relationshipsComprehensive benefits package (health, dental, vision, disability, retirement match)Generous PTO, market holidays, and flexible schedulingWarm client introductions and internal referral opportunitiesFull back-office infrastructure including portfolio management, compliance, and marketingClear path for long-term growth and potential partnershipAbout the Client Inner Circle Agency is hiring on behalf of a well-established independent wealth management firm managing a significant base of assets. The firm specializes in advising high-net-worth and ultra-high-net-worth clients through a highly personalized, planning-first approach that integrates investment strategy, tax planning, and estate coordination.Advisors benefit from a strong internal support structure, allowing them to focus on delivering high-level advice and building meaningful client relationships.Role Overview We are seeking a senior financial advisor to take ownership of complex client relationships while continuing to grow their book of business.This role is suited for an experienced advisor who brings an established client base and is looking to transition into a more collaborative, well-supported environment where they can focus on advisory work rather than operational responsibilities.Key Responsibilities Manage and lead relationships with high-net-worth and ultra-high-net-worth clientsDeliver comprehensive financial planning including tax, estate, and investment strategyAct as a proactive advisor, anticipating client needs and guiding long-term decisionsCoordinate with external professionals such as CPAs and legal advisorsTransition and integrate existing client relationships into the firmContinue business development through personal network and referralsCollaborate with internal teams to deliver a high-touch client experienceQualifications Required 10+ years of experience as a financial advisorExisting portable book of business of $40M+ in client assetsAbility to transition client relationships to a new firmNot subject to any non-compete or non-solicit restrictionsCFP designation (or equivalent)Strong experience working with high-net-worth clientsExcellent communication and leadership skillsPreferred CPA, JD, MBA, or advanced tax/planning credentialsDeep expertise in tax strategy or complex planning scenariosExperience in a team-based advisory environmentCultural Fit Client-first, fiduciary mindsetCollaborative and team-orientedProactive and solutions-drivenProfessional and credible with sophisticated clientsInterested in long-term growth within a firm environment