Financial and wealth Adivisor Position Available In Collier, Florida
Tallo's Job Summary: National Presence is seeking experienced Registered Investment Advisors in Naples, FL for a commission-based role where you retain the majority of your income. This opportunity offers full independence with support, including access to Class A offices, succession planning, and national infrastructure. Ideal candidates have 20+ years in the industry, value client relationships, and seek growth and succession options.
Job Description
Financial and wealth Adivisor 2.3 2.3 out of 5 stars Naples, FL Confidential Opportunity for Experienced Registered Investment Advisors – National Presence | Full Independence with
Full Support Location:
Offices in Every Major U.S. City |
No Relocation Required Type:
Ongoing Search |
Confidential Conversations Encouraged Compensation:
Commission-based (retain the majority of your current income) Are you a seasoned RIA with a long-standing book of business, ready to scale your practice or simplify your operations without giving up independence? This is not a job —it’s a strategic career pivot. A chance to plug into an established national platform that gives you the freedom to serve your clients your way, while eliminating the back-office burdens that slow you down. Why Advisors Are Making the Move ✔️ Keep control of your practice —but gain access to Class A offices, succession planning, and national infrastructure ✔️ Say goodbye to compliance stress—offload the ever-growing regulatory burden ✔️ Get support for growth—business development, marketing tools, and team collaboration ✔️ Tap into retirement and succession solutions when you’re ready to plan your exit ✔️ Choose from multiple levels of support —whether you want to remain fully independent or integrate into a larger team ✔️ Maintain the majority of your existing income structure Ideal Fit You’re a Registered Investment Advisor with 20+ years in the business You’ve built and maintained a book of business exceeding $30M AUM You’re currently independent or partnered and want more support, scale, and succession options You value client relationships and want to spend more time doing what you love—advising and growing wealth—not wrestling with compliance or operations You’re open to confidential conversations about your future What You’ll Gain Freedom +
Infrastructure :
Maintain your autonomy, but with full operational and regulatory support
Nationwide Presence :
Choose from office space in nearly every major U.S. city—or remain fully remote
Legacy Planning :
A seamless transition strategy when you’re ready to retire
Growth Tools :
From tech platforms to lead generation and advanced planning support
Community :
Join a network of experienced professionals without giving up what makes your practice unique Let’s Have a Confidential Conversation This is an ongoing, nationwide opportunity with flexible onboarding paths tailored to your goals. Whether you’re looking to simplify, scale, or plan your exit—there’s a path here that respects the business you’ve built. Reach out confidentially to explore whether this opportunity aligns with the next chapter of your career.