Practice Solutions Partner-Advisor Experience

At &Partners, we don’t just support financial advisors—we help elite advisors successfully transition, scale, and grow their businesses.About the RoleWe’re hiring a Practice Solutions Partner to sit at the center of that experience. This is not a typical support role. You’ll act as a trusted operator, problem-solver, and quarterback for advisors post-transition—owning their experience, removing friction, and helping them build momentum inside our firm. If you thrive in a fast-paced environment, take ownership of outcomes, and enjoy solving complex problems, this role offers meaningful impact and strong career growth.ResponsibilitiesBe the Advisor’s Right Hand: Serve as the primary point of contact for advisors post-transition, ensuring a smooth path to growthSolve Problems End-to-End: Troubleshoot and resolve both simple and complex issues with urgency and professionalismCoordinate Across Teams: Partner with operations, compliance, and technology teams to deliver seamless solutionsBuild Trusted Relationships: Anticipate advisor needs, provide proactive guidance, and follow through consistentlyDrive Advisor Success: Deliver a high-touch, personalized experience aligned to each advisor’s business goalsSupport Strategic Initiatives: Contribute to onboarding improvements, advisor experience enhancements, and firm-wide projects Qualifications3–5 years of experience in financial services (RIA, broker-dealer, custodian, or similar)Background in advisor support, client service, or operationsExperience with advisor transitions, onboarding, or custodial platforms (e.g., Schwab, Fidelity, LPL, Pershing)Series 7 license (or willingness to obtain)Required SkillsStrong problem-solving and critical thinking skillsClear, confident communicator—able to simplify complex topicsHighly organized with exceptional attention to detail and follow-throughComfortable navigating ambiguity in a fast-moving environmentCollaborative and proactive; able to influence across teamsTech-savvy and able to quickly learn new systems and workflows Preferred Skills3–5 years of experience in financial services (RIA, broker-dealer, custodian, or similar)Background in advisor support, client service, or operationsExperience with advisor transitions, onboarding, or custodial platforms (e.g., Schwab, Fidelity, LPL, Pershing)Series 7 license (or willingness to obtain)What You’ll Gain: Real Impact: Play a direct role in advisor success and firm growth, Career Growth: Gain exposure to advisor transitions, operations, and strategic initiatives, Collaborative Culture: Work alongside a high-performing, supportive team, Meaningful Work: Be part of a firm committed to helping advisors—and employees—grow.Equal Opportunity Statement: We are committed to diversity and inclusivity.