Experienced Financial Advisor

Job Description

Rik Saylor Financial is seeking an experienced Financial Advisor with an established book of business to join our firm. This is an opportunity to take your practice to the next level under our independent wealth management platform, benefiting from our resources, investment solutions, and operational support while maintaining autonomy in managing your client relationships.

• Annual Base Salary + Bonus Opportunities
• Paid Time Off (PTO)
• Mon-Fri Schedule
• Hands on Training
• Retirement Plan
• Career Growth Opportunities
• Weekly Team Meetings
• Fun Team Building Events
• Home/Work Life Balance
• Collaborative Work Environment
• Semi Annual Bonus Opportunities
• Professional Attire
• Paid Holidays
• Networking Events
• Community Involvement
• Reimbursement for Continuing Education
• 401k Plan
• Health Conscious Work Environment
• Comprehensive Admin and Compliance Support

• Manage and grow your own book of business under the Rik Saylor Financial umbrella, delivering high‑touch financial planning and investment management services.
• Build and maintain strong client relationships by developing customised financial strategies tailored to their unique goals.
• Provide comprehensive financial planning, including retirement, tax‑efficient investing, estate planning, and risk management.
• Leverage our advanced technology, investment platform, and research to enhance client service and portfolio management.
• Identify new business opportunities through referrals, networking, and strategic partnerships.
• Maintain compliance with industry regulations and firm policies while upholding the highest standards of client care.

• Experience:
  
  Minimum 5 years as a financial advisor, wealth manager, or similar role.
• Book of Business:
  Must have an established client base that can transition with you and a proven track record of growth and retention.
• Licensing:
  Series 66 (or 65 & 63), and appropriate state insurance licenses required. CFP®, CFA®, or other relevant designations preferred.
• Client‑Centric Approach:
  Strong relationship management skills and a commitment to exceptional client service.
• Business Development:
  Ability to expand your practice through referrals, marketing strategies, and professional networking.

Rik Saylor Financial, Inc. is a registered investment adviser providing financial planning and investment advisory services to individuals and businesses. We focus on delivering thoughtful guidance, disciplined strategies, and a planning‑based approach designed to help clients make informed financial decisions in an evolving economic environment. Our culture reflects a commitment to professionalism, collaboration, and continuous improvement. We emphasize integrity, clear communication, and a client‑focused approach in all aspects of our work.

Our team values diverse perspectives, disciplined thinking, and accountability. We seek individuals who are motivated, detail‑oriented, and committed to contributing to a firm that prioritizes thoughtful planning and long‑term client relationships.