Financial Advisor

Owen LaRue Financial is a growing, independent financial planning and investment advisory firm serving individuals, families, and business owners with a long‑term, relationship‑driven approach. We are seeking motivated Financial Advisors
—either experienced advisors or accomplished professionals from other industries—who want to build a meaningful career helping clients achieve financial clarity and long‑term success.

This role is ideal for individuals who value autonomy, professionalism, and a client‑first advisory model, and who want to grow within a firm that emphasizes integrity, collaboration, and sustainable practice development.

We are open to two primary profiles:

• Currently licensed and advising clients
• Interested in joining an independent RIA platform
• Seeking better support, growth opportunities, or succession planning

• Proven track record in sales, consulting, banking, insurance, accounting, management, or a related field
• Strong relationship‑building skills and business acumen
• Desire to transition into a professional financial advisory career with training and long‑term upside

• Develop and manage long‑term client relationships built on trust and fiduciary care
• Provide comprehensive financial planning, including retirement, investment, tax‑aware, estate, and risk‑management strategies
• Prospect, onboard, and retain clients through networking, referrals, and community engagement
• Educate clients on financial strategies and market conditions in a clear, professional manner
• Collaborate with internal team members to deliver a high‑quality client experience
• Maintain compliance with regulatory and firm standards
• Participate in ongoing professional development and training

• Bachelor’s degree preferred (or equivalent professional experience)
• Strong interpersonal, communication, and analytical skills
• High ethical standards and a client‑first mindset
• Self‑motivated with the ability to manage time, priorities, and client relationships independently

• Active Series 65 (or Series 7 & 66),
  or
• Willingness to obtain required licensing within a defined onboarding period (firm support provided)

• Competitive compensation structure based on experience (salary, revenue sharing, or hybrid model)
• Clear career progression with long‑term earning potential
• Opportunity to build or transition a book of business
• Mentorship and support from senior advisors
• Access to planning tools, compliance infrastructure, and operational support

• Independent, fiduciary‑focused advisory firm
• Emphasis on long‑term relationships—not product sales
• Entrepreneurial culture with professional structure
• Supportive team environment with growth mindset
• Opportunity to build a lasting career with real equity in your success

Qualified candidates should submit a resume and a brief introduction outlining their background and interest in joining Owen LaRue Financial.

All information is confidential for your benefit.