Senior Wealth Advisor
Confirmed on the employer's own hiring board on Nov 13, 2026. First seen by Alion on Oct 21, 2026.
Independent Financial Advisor
A true ownership path for advisors who want autonomy, flexibility, and long-term enterprise value.
Role Overview
This model is for entrepreneurial advisors who want full control oftheir practice while leveraging a nationally recognized wealth management platform. Advisors operate as independent business owners with complete authority over branding, staffing, expenses, and client experience.
Key Responsibilities
·Lead and grow an independent advisory practice with full decision-making authority.
·Deliver goals-based financial planning and sophisticated wealth strategies to HNW households.
·Build your client base through referrals, COIs, digital marketing, and local market presence.
·Manage your own P&L, staffing, and long-term business strategy.
·Create equity value through ownership of your practice.
Compensation
Earnings vary based on production. Typical advisor earnings range from $150,000 - $600,000+, with top producers exceeding $1M.
Payouts generally fall between the low 70s and low 90s, depending on production tier.
Support & Resources Provided
·Competitive payouts typically ranging from the low 70s to low 90s, depending on production.
·Multiple bonus and transition programs designed to support onboarding and early growth.
·A modern technology stack built for efficient planning and client management.
·National marketing resources and client acquisition tools.
·Access to advisor communities, mentorship, and leadership development.
Ideal Candidate
·5+ years of advisory experience with a transferable book.
·Entrepreneurial mindset with a desire for autonomy and ownership.
·Strong planning orientation and proven ability to manage HNW relationships.
·Clean compliance record and commitment to fiduciary-minded advice.
JOB ID: 177905
Trish Boyd