Financial Advisor — Branch A supported, structured environment for advisors who want stability, collaboration, and strong operational backing. Role Overview This model is designed for advisors who prefer a W‑2 structure with access to leadership, coaching, and a team‑based culture. Advisors focus on delivering comprehensive planning while leveraging a full suite of marketing, technology, and operational resources. Key Responsibilities • Provide holistic financial planning to HNW and mass‑affluent households. • Build and deepen client relationships through a planning‑first approach. • Partner with leaders, specialists, and fellow advisors in a collaborative branch environment. • Grow your book through referrals, events, networking, and structured business development. • Utilize a modern technology platform to streamline client service and planning. Compensation Total first‑year earnings typically range from $105,000 – $335,000, including: • Base salary: $75,000 – $140,000 • Performance‑based incentives: $30,000 – $195,000+ Support & Resources Provided • Full operational support, including onboarding and transition assistance. • Marketing resources and client acquisition tools. • Leadership access, coaching, and professional development pathways. • A stable, supportive environment — not a sink‑or‑swim model. Ideal Candidate • 5+ years of advisory or wealth management experience. • Transferable AUM and strong client‑facing presence. • Advisors seeking structure, collaboration, and reduced operational burden. • Strong planning orientation and relationship‑driven approach. JOB ID: 177173 #post Trish Boyd