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Financial Advisor Transition Consultant Jobs (NOW HIRING)

Strategic People Advisors

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.

Strategic People Advisors

Financial Advisor

Ridgewood, 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.

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

Scottsdale, AZ · On-site

$100K - $250K/yr

We are seeking an experienced, active Financial Advisor looking to transition their practice into ... Entrepreneurial mindset with a commitment to a consultative, relationship‑first planning process.

Wisepath Group

Financial Advisor

Durham, NC · On-site

$100K - $250K/yr

We are seeking an experienced, active Financial Advisor looking to transition their practice into ... Entrepreneurial mindset with a commitment to a consultative, relationship‑first planning process.

Wisepath Group

Financial Advisor

Edmond, OK · On-site

$100K - $250K/yr

We are seeking an experienced, active Financial Advisor looking to transition their practice into ... 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

Denver, CO · On-site

$100K - $250K/yr

We are seeking an experienced, active Financial Advisor looking to transition their practice into ... Entrepreneurial mindset with a commitment to a consultative, relationship‑first planning process.

Wisepath Group

Financial Advisor

Wichita, KS · On-site

$100K - $250K/yr

We are seeking an experienced, active Financial Advisor looking to transition their practice into ... 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.

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

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

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

Raleigh, NC · On-site

$100K - $250K/yr

We are seeking an experienced, active Financial Advisor looking to transition their practice into ... Entrepreneurial mindset with a commitment to a consultative, relationship‑first planning process.

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Financial Advisor Transition Consultant information

See salary details

$36K

$102.1K

$144K

How much do financial advisor transition consultant jobs pay per year?

As of Sep 15, 2026, the average yearly pay for financial advisor transition consultant in the United States is $102,134.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,000.00 and $131,000.00 per year, depending on experience, location, and employer.

What does a financial advisor transition consultant do?

A Financial Advisor Transition Consultant specializes in assisting financial advisors who are moving their practice from one firm to another or starting their own independent practice. They help manage all aspects of the transition, including transferring client accounts, ensuring regulatory compliance, and providing guidance on technology, operations, and marketing. Their goal is to minimize disruption for both advisors and their clients, making the transition process as smooth and efficient as possible.

What are the key skills and qualifications needed to thrive as a financial advisor transition consultant?

To thrive as a Financial Advisor Transition Consultant, you need expertise in financial services, project management, and regulatory compliance, often supported by a bachelor's degree in finance or business. Familiarity with CRM platforms, financial planning software, and SEC/FINRA regulations is typically required. Strong interpersonal, problem-solving, and organizational skills enable effective client onboarding and smooth transitions. These abilities are crucial for ensuring advisors’ seamless integration, regulatory adherence, and client satisfaction during firm transitions.

What are the main challenges financial advisor transition consultants face when helping advisors move between firms?

Financial Advisor Transition Consultants often encounter challenges such as managing complex client account transfers, ensuring regulatory compliance, and addressing advisors' concerns about client retention. They must coordinate with multiple departments, including legal, compliance, and operations, to facilitate a seamless transition. Effective communication and strong organizational skills are crucial, as consultants must proactively address obstacles and keep advisors informed throughout the process. Navigating these hurdles successfully helps maintain trust and minimizes disruption for both the advisor and their clients.

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

AspectFinancial Advisor Transition ConsultantFinancial Advisor
CertificationsCFP, Series 7/66, or similarCFP, Series 7/66, or similar
Work EnvironmentConsulting firms, transition support companiesIndependent, firm-based, or corporate financial planning
Primary FocusHelping advisors transition between firmsProviding financial planning and investment advice to clients
Employer & Industry UsageFinancial services consulting, transition firmsFinancial advisory firms, banks, independent practices

While both roles require similar certifications and work within the financial services industry, a Financial Advisor Transition Consultant specializes in assisting advisors during firm transitions, whereas a Financial Advisor focuses on client financial planning and investment management.

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

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

Infographic showing various Financial Advisor Transition Consultant job openings in the United States as of September 2026, with employment types broken down into 100% Full Time. Highlights an 94% In-person, and 6% Hybrid job distribution, with an average salary of $102,134 per year, or $49.1 per hour.

Financial Advisor

Durham, NC • 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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