Job Description Keep 75% of what you produce. Keep the client relationships you built. Aragon Capital is an independent RIA in Fort Lauderdale looking for experienced Wealth Advisors with a transferable fee-based book who are tired of splitting their revenue with a firm that adds little to the relationship. You bring the clients. We provide the payout, the platform, and the infrastructure — then get out of your way. What makes this different Most advisors leave a wirehouse or a large RIA for one of two reasons: the payout is too low, or the platform forces their clients into a cookie-cutter model. This seat solves both. 75% payout on fee-based revenue. Straightforward and transparent — no hidden haircuts, no shifting grid. Open architecture across all major custodians. Work with the custodian your clients are already on, which keeps transitions clean and conversations easy. Access to a broad set of third-party portfolio managers — Orion (OPS), Howard Capital, Pacific Financial, Flexible Plan, Pontera, and many others — so you build the right solution for each client instead of defending a house model. You own the relationship. Your clients are your clients. What we back you with In-house research and portfolio management. A dedicated team you can pull into prospect meetings and client reviews — not a call center, and not a model you are required to use. Full balance-sheet planning. We plan around the client's entire financial picture, not just the performance of a liquid portfolio in isolation. It is a materially different conversation than the one most advisors are having, and it wins business. Operations, trading, and compliance. Client onboarding, account maintenance, trade execution, and compliance oversight are handled so your calendar stays on clients and prospects. Brand marketing that supports your referral engine. Firm-level marketing builds Aragon's presence in the market; your referral-based business development runs on top of it. Continuing education and technical depth. Ongoing training in planning, tax-aware strategy, and markets, plus sponsorship of licensing, CE, and professional designations. What you'll do Transition your existing fee-based book to Aragon Capital, with hands-on support through the process. Serve as the primary relationship manager for your clients — planning, portfolio strategy, reviews, and ongoing advice. Grow the practice through referrals, centers of influence, and firm-generated brand awareness. Deliver comprehensive financial planning across the client's full balance sheet: retirement income, tax considerations, risk, liquidity, and legacy. Collaborate with our research and portfolio management team to build and maintain client portfolios. What you bring Required Active Series 65 or Series 66 license (or a qualifying designation such as CFP®, CFA®, ChFC®, or PFS in lieu of exam, where permitted). A transferable fee-based book meeting either or both of: $100,000+ in trailing-twelve-month fee-based revenue, and/or $10M+ in fee-based AUM transitioned within your first 12 months. Direct experience in financial advisory, wealth management, or private banking. Working knowledge of the securities industry and applicable regulatory requirements. Clean regulatory record (U4/BrokerCheck reviewed as part of the process). Preferred CFP®, CFA®, or CPA. 3+ years managing client relationships in a fiduciary capacity. Established South Florida presence or referral network. Compensation 75% payout on fee-based revenue. Recoverable transition draw available while you move your book — so your income does not stop during the transition.

Estimated total earnings:

$75,000 - $300,000+ per year , driven entirely by the size of your book and your growth. An advisor at our $100K T12 minimum earns roughly $75,000; an advisor at $400K T12 earns roughly $300,000. There is no cap. Benefits Errors & Omissions (E&O) coverage provided at no cost to you Firm CRM and technology stack provided at no cost to you Licensing, continuing education Access to in-house research, portfolio management, trading, operations, and compliance support Hybrid schedule Location & Schedule Fort Lauderdale, FL 33301 — hybrid, Monday through Friday Must be able to reliably commute to the Fort Lauderdale office or relocate before starting How to apply Apply through Indeed with your resume. If you would prefer a confidential conversation before formally applying, note that in your application and we will reach out directly. All inquiries are treated as confidential. Aragon Capital is an equal opportunity employer. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic.

Pay:

$75,000.00 - $300,000.00 per year

Benefits:

Flexible schedule Professional development assistance Referral program

Education:

High school or equivalent (Required)

Experience:

Wealth management: 3 years (Required)

Language:

English (Required) Spanish (Required)

License/Certification:

Series 65 (Required) Series 66 (Required)

Work Location:

Hybrid remote in Fort Lauderdale, FL 33301