Financial Advisor Position Available In Palm Beach, Florida

Job Title:

Financial Advisor Location:

Palm Beach County, Florida Firm Type:

Independent Registered Investment Advisor (RIA)

Minimum AUM Requirement:

$25

M Transferable Assets Under Management Certifications Required:

CFP® or Series 65

Experience Required:

Minimum 7

Years About Us:

We are a boutique, client-focused Registered Investment Advisor (RIA) firm located in the heart of Palm Beach County, Florida. Our mission is to deliver personalized, fiduciary-based financial planning and investment management services to high-net-worth individuals and families. We pride ourselves on our independence, integrity, and commitment to long-term client relationships.

Position Overview:

We are seeking an experienced and credentialed Financial Advisor to join our growing team. The ideal candidate will bring a minimum of $25 million in transferable AUM, a strong track record of client service, and a passion for holistic financial planning. This is a unique opportunity to join a collaborative, entrepreneurial environment with the freedom to serve clients in a truly independent and fiduciary capacity.

Key Responsibilities:

Manage and grow a book of business with a minimum of $25M in transferable AUM. Provide comprehensive financial planning and investment advisory services. Build and maintain long-term client relationships based on trust and performance. Collaborate with internal team members to deliver a seamless client experience. Stay current on financial markets, investment strategies, and regulatory changes. Uphold the highest ethical standards and act in the best interest of clients at all times.

Qualifications:

Minimum of 7 years of experience as a financial advisor or wealth manager. CFP® certification or Series 65 license required. Proven ability to manage and grow client relationships. Strong knowledge of investment products, financial planning, and portfolio management. Excellent communication, interpersonal, and organizational skills. Entrepreneurial mindset with a client-first approach.

What We Offer:

Competitive compensation structure with equity potential. Operational and compliance support. Access to cutting-edge financial planning and investment tools. A collaborative, values-driven culture. Flexibility and autonomy in managing your practice.