Financial Advisor
Listed on 2026-10-29
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Finance & Banking
Wealth Management, Portfolio & Asset Management
Wealth Advisor – Bring Your Book to a National RIA | Miami, FL
Miami / South Florida (on-site or hybrid)
Are you building someone else’s business, or your own?
If you look after $20M+ in client assets and you’re tired of handling compliance, operations and prospecting on your own, this is worth five minutes of your time.
I’m working with a fiduciary-first, national RIA (around $16bn AUM, 24 offices, ~340 people) that’s growing in South Florida. Its leadership team has done this before: they built a $25bn RIA and sold it. They’re now backing advisors who want a bigger platform behind them without giving up their client relationships.
What’s in it for you
- Get paid for what you bring. A strong base salary, plus compensation tied to the client assets that transfer with you.
- Stop cold prospecting. An in-house growth team sources and qualifies prospects, then books meetings straight into your calendar. Their meeting-held rate is 81%, and they’ve added $472M in new assets.
- Hand off the burden. Compliance, operations, technology and marketing are handled centrally, and there are no office costs for you to cover.
- A full planning platform. In-house tax planning and preparation, estate and insurance planning, company retirement plan services, and a CFA-led investment team (direct indexing, municipal SMAs, alternatives and private assets).
- Bring your people. Your existing support staff can come with you.
- A supported transition. A dedicated onboarding team moves your paperwork, technology and assets, and legal costs for your transition are covered.
- Equity and benefits. Equity is part of the package, alongside 100% company-paid health, dental and vision cover and a 4% 401(k) match that vests immediately.
Who this is for
- Advisors with $20M+ in client assets you expect to transfer, where the relationships are genuinely yours
- Independent broker-dealer advisors ready to move to the RIA model
- Owners of small RIAs who want scale, support or a succession path
- Series 65/66 (or equivalent) and a clean regulatory record
- CFP® a strong plus
- Bilingual English/Spanish a real advantage in this market
- Advisors who want to grow, not just maintain a book
Next step
Apply here or message me directly. Everything is confidential, and the first step is a relaxed 15-minute call about your practice and goals.
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