Independent Financial Advisor

“We Don’t Rise to The Level of Expectations;
We Fall to The Level of Our Preparation” Overview

1847

Financial is seeking entrepreneurial, client-focused Independent Financial Advisors who want the freedom to build and grow their own practice while leveraging the resources, support, and national platform of a respected independent financial services firm. This role is ideal for advisors who value independence, long‑term client relationships, and flexible business ownership.

• Build, manage, and grow a personal book of business
• Provide holistic financial planning and investment guidance tailored to client goals
• Develop customized strategies including retirement planning, wealth management, risk management, and estate planning (where licensed)
• Maintain strong, long‑term client relationships through regular reviews and proactive communication
• Prospect new clients through referrals, networking, and personal marketing strategies
• Operate your practice in compliance with all regulatory and ethical standards
• Collaborate with internal teams for operational, compliance, and advanced planning support

• Independent business ownership with full control of your practice
• Open architecture platform offering a wide range of investment and planning solutions
• Competitive compensation and payout structure
• Dedicated back‑office, compliance, and operational support
• Marketing, branding, and growth resources to scale efficiently
• Succession planning support and long‑term equity‑building opportunities
• The flexibility to run your business your way—without proprietary product pressure

• Series 7 & 66 (or 65)
• Life/Health/LTC Insurance Licenses
• Prior experience as a financial advisor, wealth manager, or investment professional
• Strong interpersonal and communication skills
• Entrepreneurial mindset with a desire to grow and scale a practice
• Commitment to fiduciary responsibility and client‑first planning

• Established advisors seeking greater independence and higher payouts
• Advisors at wirehouses or captive firms looking to break away
• Growth‑oriented professionals who value autonomy and long‑term equity
• Relationship‑driven advisors passionate about helping clients achieve financial confidence

1847

Financial is an independent wealth management firm built for advisors who want freedom, flexibility, and support—without sacrificing service quality or client experience. The firm empowers advisors to operate as true business owners while providing the infrastructure needed to grow and thrive.

Entry level

Full‑time

Finance and Sales