Independent Financial Advisor A true ownership path for advisors who want autonomy, flexibility, and long‑term enterprise value. Role Overview This model is for entrepreneurial advisors who want full control of their practice while leveraging a nationally recognized wealth management platform. Advisors operate as independent business owners with complete authority over branding, staffing, expenses, and client experience. Key Responsibilities • Lead and grow an independent advisory practice with full decision‑making authority. • Deliver goals‑based financial planning and sophisticated wealth strategies to HNW households. • Build your client base through referrals, COIs, digital marketing, and local market presence. • Manage your own P&L, staffing, and long‑term business strategy. • Create equity value through ownership of your practice. Compensation Earnings vary based on production. Typical advisor earnings range from $150,000 - $600,000+, with top producers exceeding $1M. Payouts generally fall between the low 70s and low 90s, depending on production tier. Support & Resources Provided • Competitive payouts typically ranging from the low 70s to low 90s, depending on production. • Multiple bonus and transition programs designed to support onboarding and early growth. • A modern technology stack built for efficient planning and client management. • National marketing resources and client acquisition tools. • Access to advisor communities, mentorship, and leadership development. Ideal Candidate • 5+ years of advisory experience with a transferable book. • Entrepreneurial mindset with a desire for autonomy and ownership. • Strong planning orientation and proven ability to manage HNW relationships. • Clean compliance record and commitment to fiduciary‑minded advice. JOB ID: 177214 #post Trish Boyd