Strategic Wealth Advisor Acquisition Lead
Listed on 2026-10-16
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Optimize Financial Group is seeking a grounded Corporate Development Representative to lead advisor recruitment and practice acquisitions across North America. You’ll manage high-value discussions with Wealth Advisors and Independent Practice Owners, focusing on platform partnerships, succession planning, and growth opportunities.
You will guide multi-meeting discussions, evaluate advisor practices, and shape payout structures, balancing strategic objectives with governance and compliance
For the Strategic Wealth Advisor Acquisition Lead position at Optimize Financial Group, we are reviewing applications now.
The Strategic Wealth Advisor Acquisition Lead position in the Legal, Sales field is open for applications.
We have an opening for a Strategic Wealth Advisor Acquisition Lead in New York, NY, United States within Legal, Sales.
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