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Advisor Transition Consultant Jobs (NOW HIRING)

Strategic People Advisors

Financial Advisor

Scottsdale, AZ · On-site

$100K - $250K/yr

This role is a direct-hire placement with our client agency, offering a structured transition ... Entrepreneurial mindset with a commitment to a consultative, relationship‑first planning process.

Strategic People Advisors

Financial Advisor

Denver, CO · On-site

$100K - $250K/yr

This role is a direct-hire placement with our client agency, offering a structured transition ... Entrepreneurial mindset with a commitment to a consultative, relationship-first planning process.

Strategic People Advisors

Financial Advisor

Edmond, OK · On-site

$100K - $250K/yr

This role is a direct-hire placement with our client agency, offering a structured transition ... Entrepreneurial mindset with a commitment to a consultative, relationship-first planning process.

Wisepath Group

Financial Advisor

Raleigh, NC · On-site

$100K - $250K/yr

This role is a direct-hire placement with our client agency, offering a structured transition ... Entrepreneurial mindset with a commitment to a consultative, relationship-first planning process.

Wisepath Group

Financial Advisor

Edmond, OK · On-site

$100K - $250K/yr

This role is a direct-hire placement with our client agency, offering a structured transition ... Entrepreneurial mindset with a commitment to a consultative, relationship-first planning process.

Wisepath Group

Financial Advisor

Durham, NC · On-site

$100K - $250K/yr

This role is a direct-hire placement with our client agency, offering a structured transition ... Entrepreneurial mindset with a commitment to a consultative, relationship‑first planning process.

Wisepath Group

Financial Advisor

Scottsdale, AZ · On-site

$100K - $250K/yr

This role is a direct-hire placement with our client agency, offering a structured transition ... Entrepreneurial mindset with a commitment to a consultative, relationship‑first planning process.

Wisepath Group

Financial Advisor

Edmond, OK · On-site

$100K - $250K/yr

This role is a direct-hire placement with our client agency, offering a structured transition ... Entrepreneurial mindset with a commitment to a consultative, relationship‑first planning process.

Wisepath Group

Financial Advisor

Denver, CO · On-site

$100K - $250K/yr

This role is a direct-hire placement with our client agency, offering a structured transition ... Entrepreneurial mindset with a commitment to a consultative, relationship-first planning process.

Wisepath Group

Financial Advisor

Wichita, KS · On-site

$100K - $250K/yr

This role is a direct-hire placement with our client agency, offering a structured transition ... Entrepreneurial mindset with a commitment to a consultative, relationship‑first planning process.

Wisepath Group

Financial Advisor

Bentonville, AR · On-site

$100K - $250K/yr

This role is a direct-hire placement with our client agency, offering a structured transition ... Entrepreneurial mindset with a commitment to a consultative, relationship-first planning process.

Wisepath Group

Financial Advisor

Denver, CO · On-site

$100K - $250K/yr

This role is a direct-hire placement with our client agency, offering a structured transition ... Entrepreneurial mindset with a commitment to a consultative, relationship‑first planning process.

Wisepath Group

Financial Advisor

Scottsdale, AZ · On-site

$100K - $250K/yr

This role is a direct-hire placement with our client agency, offering a structured transition ... Entrepreneurial mindset with a commitment to a consultative, relationship-first planning process.

Wisepath Group

Financial Advisor

Short Hills, NJ · On-site

$100K - $250K/yr

This role is a direct-hire placement with our client agency, offering a structured transition ... Entrepreneurial mindset with a commitment to a consultative, relationship-first planning process.

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Advisor Transition Consultant information

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$39K

$88K

$143K

How much do advisor transition consultant jobs pay per year?

As of Sep 15, 2026, the average yearly pay for advisor transition consultant in the United States is $87,961.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $116,000.00 per year, depending on experience, location, and employer.

What is the difference between Advisor Transition Consultant vs Financial Advisor?

AspectAdvisor Transition ConsultantFinancial Advisor
CredentialsCertifications like Series 7, 66, or 65, CFP often preferredCFP, Series 7, Series 66, or 65 certifications common
Work EnvironmentConsults with firms on transitioning advisors, often in corporate or consulting settingsWorks directly with clients to manage investments and financial plans
Employer & Industry UsageUsed by financial firms, brokerages, and consulting companies during transitionsUsed by independent or firm-affiliated financial planning practices

Advisor Transition Consultants primarily assist firms in managing advisor transitions, focusing on onboarding and compliance. Financial Advisors work directly with clients to develop financial plans and manage investments. While both roles require similar certifications, their work environments and objectives differ significantly.

What states have the most Advisor Transition Consultant jobs?

States with the most job openings for Advisor Transition Consultant jobs include:

What are popular job titles related to Advisor Transition Consultant jobs?

For Advisor Transition Consultant jobs, the most frequently searched job titles are:

Infographic showing various Advisor Transition Consultant job openings in the United States as of September 2026, with employment types broken down into 94% Full Time, and 6% Part Time. Highlights an 88% In-person, 6% Hybrid, and 6% Remote job distribution, with an average salary of $87,961 per year, or $42.3 per hour.

Financial Advisor

Bentonville, AR • On-site

Strategic People Advisors
See more jobs at Strategic People Advisorsexternal

$100K - $250K/yr

Other

Posted 13 days ago

Job description

About Strategic People Advisors

Strategic People Advisors is an executive search and talent acquisition firm. We have been exclusively retained to recruit for a premier, established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized macroeconomic planning philosophy that prioritizes protection-first strategies, strategic cash-flow, and tax efficiency. This role is a direct-hire placement with our client agency, offering a structured transition program, full back-office administrative support, and localized marketing assistance.

Position Overview

We are seeking an experienced, active Financial Advisor looking to transition their practice into an independent business-owner model without the burden of managing overhead alone. You will inherit a robust local brand, state-of-the-art financial modeling technology, and direct mentorship to help scale your operations and build long-term enterprise equity.

Key Responsibilities
  • Provide comprehensive macroeconomic financial planning and wealth management guidance to individuals, families, and business owners.
  • Analyze complex client situations to design custom asset-protection, retirement income, and estate-planning solutions.
  • Foster and expand regional client networks by utilizing the firm's localized CPA alliances and marketing channels.
  • Deliver high-touch relationship management to ensure exceptional client retention and long-term satisfaction.
Requirements
  • Active FINRA Series 7 and Series 66 (or Series 6 and 63/65) registrations.
  • Active State Life & Health Insurance License.
  • 3+ years of experience as a producing Financial Advisor with a clean regulatory record (FINRA BrokerCheck).
  • Entrepreneurial mindset with a commitment to a consultative, relationship-first planning process.
Compensation & Professional Development
  • Transition financing and highly competitive commission payout schedules.
  • Access to shared corporate office space and administrative assistant support.
  • Direct pathways for book acquisition and structured practice succession planning.
  • Annual earnings range of $100,000 - $250,000+ depending on performance. This is an entrepreneurial, performance-based compensation model featuring commission structures, fee-sharing splits, and passive residual income. Transition financing is available for qualified advisors transitioning an existing book of business.

To learn more about candidate advocacy and talent matching, visit strategicpeopleadvisors.com.

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