Ready to take your practice to the next level? If you’re a successful Wealth Advisor with an established book of business, this is an outstanding opportunity to join a globally respected wealth management firm that invests in your success from day one.

Enjoy a highly competitive transition package featuring substantial upfront payments, higher advisor payouts, and lucrative back-end bonuses based on AUM and T12 revenue—all while maintaining ownership of your client relationships on a platform built to help you grow.

You’ll have access to institutional-caliber research, an open-architecture investment platform, dedicated planning and investment specialists, and the resources of a premier global firm, allowing you to deliver exceptional service to high-net-worth individuals and families while expanding your practice.

The ideal candidate has an established, portable book of business, FINRA Series 7 and Series 66 (or Series 63 & 65) licenses, and a proven track record of building lasting client relationships.

The firm has opportunities in both their Boston and Portsmouth, NH offices.  Expected total compensation ranges from $300,000 to $1,000,000+, depending on the size and portability of your book, with significant additional transition incentives and long-term performance rewards.

If you’re looking for a firm that values entrepreneurial advisors, rewards your success, and provides the platform to accelerate your growth, we’d welcome the opportunity for a confidential conversation.

Job Code: 18835

To apply for this job email your details to resume@kennison.com