Independent Financial Advisor -- succession opportunity Full-time book of business transition, 4-6 year timeline About the opportunity: We are a well-established independent financial advisor ...
Quick apply
Independent Financial Advisor -- succession opportunity Full-time book of business transition, 4-6 year timeline About the opportunity: We are a well-established independent financial advisor ...
Quick apply
Independent Financial Advisor -- succession opportunity Full-time book of business transition, 4-6 year timeline About the opportunity: We are a well-established independent financial advisor ...
Independent Financial Advisor - succession opportunity Full-time book of business transition, 4-6 year timeline About the opportunity: We are a well-established independent financial advisor practice ...
Independent Financial Advisor - succession opportunity Full-time book of business transition, 4-6 year timeline About the opportunity: We are a well-established independent financial advisor practice ...
Independent Financial Advisor - succession opportunity Full-time book of business transition, 4-6 year timeline About the opportunity: We are a well-established independent financial advisor practice ...
Independent Financial Advisor - succession opportunity Full-time book of business transition, 4-6 year timeline About the opportunity: We are a well-established independent financial advisor practice ...
As an Independent Financial Advisor, you'll play a central role in this mission, helping clients confidently plan their futures. We equip you with comprehensive support, training, and resources to ...
As an Independent Financial Advisor, you'll play a central role in this mission, helping clients confidently plan their futures. We equip you with comprehensive support, training, and resources to ...
Minneapolis, MN ยท On-site
$40K - $120K/yr
Pursue meaningful, purpose-driven work and build a business as an Independent Financial Advisor. We're hiring Financial Advisors in Minneapolis, MN who want to serve others in their local community ...
Minneapolis, MN ยท On-site
$40K - $120K/yr
Pursue meaningful, purpose-driven work and build a business as an Independent Financial Advisor. We're hiring Financial Advisors in Minneapolis, MN who want to serve others in their local community ...
Minneapolis, MN ยท On-site
$40K - $120K/yr
Pursue meaningful, purpose-driven work and build a business as an Independent Financial Advisor. We're hiring Financial Advisors in Minneapolis, MN who want to serve others in their local community ...
Minneapolis, MN ยท On-site
$40K - $120K/yr
Pursue meaningful, purpose-driven work and build a business as an Independent Financial Advisor. We're hiring Financial Advisors in Minneapolis, MN who want to serve others in their local community ...
Bergenn Financial Group is an independent financial planning & investment management firm in West ... Your role as an Associate Financial Advisor at Bergenn Financial Group is to manage relationships ...
Bergenn Financial Group is an independent financial planning & investment management firm in West ... Your role as an Associate Financial Advisor at Bergenn Financial Group is to manage relationships ...
Bergenn Financial Group is an independent financial planning & investment management firm in West ... Your role as an Associate Financial Advisor at Bergenn Financial Group is to manage relationships ...
Quick apply
Bergenn Financial Group is an independent financial planning & investment management firm in West ... Your role as an Associate Financial Advisor at Bergenn Financial Group is to manage relationships ...
Bergenn Financial Group is an independent financial planning & investment management firm in West ... Your role as an Associate Financial Advisor at Bergenn Financial Group is to manage relationships ...
Bergenn Financial Group is an independent financial planning & investment management firm in West ... Your role as an Associate Financial Advisor at Bergenn Financial Group is to manage relationships ...
Baltimore, MD ยท On-site
Hunt Valley, MD, US Seeking a skilled Financial Advisor in Baltimore, MD We are seeking an experienced, fully licensed Independent Financial Advisor to affiliate with our established Baltimore firm.
Baltimore, MD ยท On-site
Hunt Valley, MD, US Seeking a skilled Financial Advisor in Baltimore, MD We are seeking an experienced, fully licensed Independent Financial Advisor to affiliate with our established Baltimore firm.
$120K/yr (+ commission)
Hunt Valley, MD, US Seeking a skilled Financial Advisor in Baltimore, MD We are seeking an experienced, fully licensed Independent Financial Advisor to affiliate with our established Baltimore firm.
Quick apply
$120K/yr (+ commission)
Hunt Valley, MD, US Seeking a skilled Financial Advisor in Baltimore, MD We are seeking an experienced, fully licensed Independent Financial Advisor to affiliate with our established Baltimore firm.
Be Seen First
Greer, SC ยท On-site
$100K - $150K/yr (+ commission)
Conduct outbound B2B outreach to Independent Financial Advisors nationwide * Build trust and establish relationships with high-income financial professionals * Navigate gatekeepers and schedule ...
Quick apply
Be Seen First
Greer, SC ยท On-site
$100K - $150K/yr (+ commission)
Conduct outbound B2B outreach to Independent Financial Advisors nationwide * Build trust and establish relationships with high-income financial professionals * Navigate gatekeepers and schedule ...
Be Seen First
Spartanburg, SC ยท On-site
$100K - $150K/yr (+ commission)
Conduct outbound B2B outreach to Independent Financial Advisors nationwide * Build trust and establish relationships with high-income financial professionals * Navigate gatekeepers and schedule ...
Quick apply
Be Seen First
Spartanburg, SC ยท On-site
$100K - $150K/yr (+ commission)
Conduct outbound B2B outreach to Independent Financial Advisors nationwide * Build trust and establish relationships with high-income financial professionals * Navigate gatekeepers and schedule ...
Be Seen First
Simpsonville, SC ยท On-site
$100K - $150K/yr (+ commission)
Conduct outbound B2B outreach to Independent Financial Advisors nationwide * Build trust and establish relationships with high-income financial professionals * Navigate gatekeepers and schedule ...
Quick apply
Be Seen First
Simpsonville, SC ยท On-site
$100K - $150K/yr (+ commission)
Conduct outbound B2B outreach to Independent Financial Advisors nationwide * Build trust and establish relationships with high-income financial professionals * Navigate gatekeepers and schedule ...
Philadelphia, PA ยท On-site
$200K/yr
Independent Financial Advisor BenefitsCompetitive compensation package. (80 to 90% payouts) * Backed by one of the largest broker-dealers in the USA. * Supportive and collaborative team environment:
Quick apply
Philadelphia, PA ยท On-site
$200K/yr
Independent Financial Advisor BenefitsCompetitive compensation package. (80 to 90% payouts) * Backed by one of the largest broker-dealers in the USA. * Supportive and collaborative team environment:
Hartford, CT ยท On-site
$48K/yr
We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily financial planning and service the needs of existing Peak Mountain Advisors clients. In ...
Hartford, CT ยท On-site
$48K/yr
We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily financial planning and service the needs of existing Peak Mountain Advisors clients. In ...
Philadelphia, PA ยท On-site
$200K/yr
Independent Financial Advisor BenefitsCompetitive compensation package. (80 to 90% payouts) * Backed by one of the largest broker-dealers in the USA. * Supportive and collaborative team environment:
Philadelphia, PA ยท On-site
$200K/yr
Independent Financial Advisor BenefitsCompetitive compensation package. (80 to 90% payouts) * Backed by one of the largest broker-dealers in the USA. * Supportive and collaborative team environment:
Hartford, CT ยท On-site
$48K/yr
We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily financial planning and service the needs of existing Peak Mountain Advisors clients. In ...
Quick apply
Hartford, CT ยท On-site
$48K/yr
We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily financial planning and service the needs of existing Peak Mountain Advisors clients. In ...
Be Seen First
Grand Blanc, MI ยท On-site
$110K - $350K/yr
Mainstay Capital Management is an independent, fee-only, Registered Investment Advisor with over $4 ... Mainstay has been ranked by Barron's as one of the "Top 100 Independent Financial Advisors" in the ...
Quick apply
Be Seen First
Grand Blanc, MI ยท On-site
$110K - $350K/yr
Mainstay Capital Management is an independent, fee-only, Registered Investment Advisor with over $4 ... Mainstay has been ranked by Barron's as one of the "Top 100 Independent Financial Advisors" in the ...
Be Seen First
Troy, MI ยท On-site
$110K - $350K/yr
Mainstay Capital Management is an independent, fee-only, Registered Investment Advisor with over $4 ... Mainstay has been ranked by Barron's as one of the "Top 100 Independent Financial Advisors" in the ...
Quick apply
Be Seen First
Troy, MI ยท On-site
$110K - $350K/yr
Mainstay Capital Management is an independent, fee-only, Registered Investment Advisor with over $4 ... Mainstay has been ranked by Barron's as one of the "Top 100 Independent Financial Advisors" in the ...
$36K - $45.8K
3% of jobs
$45.8K - $55.6K
3% of jobs
$55.6K - $65.5K
10% of jobs
$65.5K - $75.3K
9% of jobs
$75.5K is the 25th percentile. Wages below this are outliers.
$75.3K - $85.1K
11% of jobs
$85.1K - $94.9K
8% of jobs
The median wage is $101.3K / yr.
$94.9K - $104.7K
11% of jobs
$104.7K - $114.5K
10% of jobs
$114.5K - $124.4K
10% of jobs
$126.8K is the 75th percentile. Wages above this are outliers.
$124.4K - $134.2K
8% of jobs
$134.2K - $144K
19% of jobs
$36K
$102.1K
$144K
| Aspect | Independent Financial Advisor | Financial Planner |
|---|---|---|
| Credentials | CFP, CFA, or similar certifications often required | CFP, ChFC, or similar certifications often required |
| Work Environment | Typically self-employed or with independent firms | Employed by firms, banks, or as independent consultants |
| Services Offered | Personalized investment advice, financial planning, estate planning | Comprehensive financial planning, including investments, retirement, estate |
| Client Focus | Individual clients seeking tailored advice | Individuals and families needing holistic financial plans |
While both roles involve providing financial advice, Independent Financial Advisors often operate independently and may offer more personalized, flexible services. Financial Planners typically work within firms or organizations, focusing on comprehensive financial plans. The choice depends on your specific financial needs and preferred working relationship.
Cities with the most Independent Financial Advisor job openings:
States with the most job openings for Independent Financial Advisor jobs include:
The top searched job categories for Independent Financial Advisor jobs are:

Reading, PA โข On-site
Full-time
Posted 13 days ago
Independent Financial Advisor — succession opportunity
Full-time book of business transition, 4–6 year timeline
About the opportunity:
We are a well-established independent financial advisor practice looking for a motivated, seasoned advisor to join our team with a clear path to owning and operating our existing book of business. This is a rare opportunity for the right person to step into a thriving practice, build meaningful client relationships, and take full ownership over a structured 4–6 year transition period.
If you're an experienced advisor who is entrepreneurial at heart, values long-term client relationships, and is ready to build something of your own — this role was designed for you.
What you'll do
· Manage and grow an existing client portfolio, providing comprehensive financial planning and investment advice
· Work closely with the current advisors through a structured knowledge and client transition process
· Develop and execute personalized financial strategies aligned with each client's goals and risk tolerance
· Build trust with existing clients and expand the practice through referrals and networking
· Maintain full compliance with regulatory requirements and industry best practices
Requirements
What we're looking for:
· Minimum 5 years of experience as a licensed financial advisor
· Demonstrated track record of client retention, growth, and relationship management
· Strong self-motivation and the drive to work independently with minimal oversight
· Genuine interest in eventually owning and operating an independent financial practice
· Excellent communication and interpersonal skills — you build trust naturally
· Current and in good standing with all applicable licensing requirements
Nice to have:
· CFP® (Certified Financial Planner) designation — strongly preferred and considered a significant asset
· Experience with financial planning software and CRM platforms
· Existing professional network or demonstrated ability to source new client
Benefits
What's we offer:
· A clearly defined succession plan with full ownership transition over 4–6 years
· Competitive compensation structure tied to book performance and growth
· Mentorship and knowledge transfer from seasoned advisors committed to your success
· Flexibility and autonomy in how you manage and grow your practice
Ready to take the next step?
If you're an experienced, self-driven advisor looking for more than just another job — this is your chance to build something lasting. Send your resume and a brief cover letter outlining your experience and your vision for your practice to dave@meifinancialgroup.com. We look forward to a confidential conversation.