Financial Advisor
Listed on 2026-10-07
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Introduction Rogue Search has over 23 years of providing consulting, training and recruitment services to respected organizations throughout the nation! Overview
Anestablishedwealthmanagementpracticein Northern Kentuckyisseekinganexperienced Financial Advisortostepintoa structuredsuccessionopportunity
tiedtoaplannedadvisorretirementin
April
2027
.
Thisisarareopportunityto
inheritandmanageasubstantialexistingbookofbusiness
throughaclearlydefined,multi-yeartransitionplan.
Opportunity Highlights
- $100millionbookofbusiness
tobetransitionedovertime - Approximately
50% managedassets/50% transactional - Plannedretirementin April
2027
,allowingforathoughtful,client-centrictransition - Partnershipstructureattheoutset
,withpayoutincreasingannually - 100% ownershipbyyearsix
- Designedtoensurecontinuityforclientswhileprovidingmeaningfullong-termupsidefortheincomingadvisor
- Experienced Financial Advisorcurrentlyinan independent,regional,orwirehouseenvironment
- Demonstratedabilitytomanageclientrelationshipsandretainassetsthroughtransitions
- Portableclientbase
expectedtofollowtheadvisortoaddtotheexistingbook - Interestedinacceleratinggrowthbysteppingintoanestablishedclientbaseratherthanbuildingfromscratch
- Long-termmindsetwithinterestineventuallyparticipatingina
sunsettingorsuccessionprogram
oftheirown
- Flexibleofficelocationoptions
throughout
Northern Kentucky and Cincinnatitoaccommodatebothadvisorandclientpreferences - Transitionandonboardingsupport
provided - Abilityto
bringalicensedassistant
aspartofthemove,ifdesired - Emphasisonstability,continuity,and relationship-drivenplanning
This position is for the Financial Advisor role at Vizi Recruiter,LLC.
The position is based in Bowling Green, KY, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 250..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Financial Advisor role in the description above.
We appreciate your interest in this position.
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