Skip to main content
McCarthy Search

Financial Advisor

L5

radium searchMiami Springs, FL11 days ago

Occupations

Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesMiscellaneous Intermediation
Wealth Advisor – Bring Your Book to a National RIA | Miami, FLMiami / South Florida (on-site or hybrid) Are you building someone else's business, or your own? If you look after $20M+ in client assets and you're tired of handling compliance, operations and prospecting on your own, this is worth five minutes of your time. I'm working with a fiduciary-first, national RIA (around $16bn AUM, 24 offices, ~340 people) that's growing in South Florida. Its leadership team has done this before: they built a $25bn RIA and sold it. They're now backing advisors who want a bigger platform behind them without giving up their client relationships.
What's in it for you:
  • Get paid for what you bring. A strong base salary, plus compensation tied to the client assets that transfer with you.
  • Stop cold prospecting. An in-house growth team sources and qualifies prospects, then books meetings straight into your calendar. Their meeting-held rate is 81%, and they've added $472M in new assets.
  • Hand off the burden. Compliance, operations, technology and marketing are handled centrally, and there are no office costs for you to cover.
  • A full planning platform. In-house tax planning and preparation, estate and insurance planning, company retirement plan services, and a CFA-led investment team (direct indexing, municipal SMAs, alternatives and private assets).Bring your people. Your existing support staff can come with you.
  • A supported transition. A dedicated onboarding team moves your paperwork, technology and assets, and legal costs for your transition are covered.
  • Equity and benefits. Equity is part of the package, alongside 100% company-paid health, dental and vision cover and a 4% 401(k) match that vests immediately.
  • Who this is for
  • Advisors with $20M+ in client assets you expect to transfer, where the relationships are genuinely yours
  • Independent broker-dealer advisors ready to move to the RIA model
  • Owners of small RIAs who want scale, support or a succession path
  • Series 65/66 (or equivalent) and a clean regulatory recordCFP® a strong plus
  • Bilingual English/Spanish a real advantage in this market
  • Advisors who want to grow, not just maintain a book
  • Next step
  • Apply here or message me directly. Everything is confidential, and the first step is a relaxed 15-minute call about your practice and goals.
Apply now (opens in a new tab)
Apply now (opens in a new tab)

Level

SeniorL5

Location

Miami Springs, FL

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

11 days ago

To get sharper similar jobs, create your profile using the link below.

Create profile