Description
For Growth or Succession, Partner & Senior Wealth Advisor
Location: Jacksonville
Firm: Majority Advisor-Owned RIA ($6B+ AUM)
Don’t leave your legacy to chance.
You’ve spent years building your practice and deep relationships with your clients. Don’t leave them searching for a new firm when you’re ready for the next chapter. Join a $6B organization where your clients stay in their "backyard," and you gain the backing of a firm with a 95% advisor retention rate.
Whether you are looking for a Growth Partner to scale to the next level or a Succession Plan to retire on your own terms, our client provides the capital, tax expertise, and back-office engine to make it happen.
The Opportunity: Build Real Enterprise Value
We are seeking established Owner/Advisors ($150M–$500M AUM) who want to offload the "business of the business" and return to being a Senior Wealth Manager and Owner.
Choose Your Path:
- Scale: Keep your independence while leveraging their marketing, IT, and lead-gen engines.
- Merge: Fully integrate under a partner brand with equity ownership.
- Exit: Sell as part of a customized, high-valuation succession plan.
Why Advisors Join (and Stay)
- Integrated Tax Strategy: Their in-house CPA team is your "secret weapon" for client retention and holistic planning.
- Total Back-Office Freedom: They handle compliance, HR, and ops. You handle the clients.
- Capital for M&A: Access the funding and high-quality leads needed to dominate your local market.
- True Ownership: This isn't a "wirehouse 2.0" model; it's a majority advisor-owned RIA built for long-term equity growth.
Your Role
- Client Stewardship: Deliver advanced wealth, tax, and estate strategies.
- Strategic Leadership: Lead regional expansion and participate in M&A efforts.
- Mentorship: Guide the next generation of junior advisors as you scale your team.
The Ideal Profile
- Experience: 10+ years in wealth management with a verifiable track record.
- Book of Business: Currently managing $150M–$500M AUM ($1.25M–$4M revenue).