Description

Graydon Employment Solutions is seeking Financial & Wealth Advisors to provide financial planning and investment management services to clients across all major US cities. The ideal candidates will help clients manage their savings for better returns, retirement planning, and the creation of passive income streams. We have several Wealth Advisory Clients looking for Advisors with an existing book of business to join their teams, including large broker dealers, RIA Custodians, Independent RIAs, Banks, and Private Wealth Advisory firms across the U.S.

Company Culture and Environment

The company fosters an environment that encourages independent advisors to thrive while providing them the support structure needed for success. There is a focus on collaboration and career growth, with options for succession planning and operational support.

Career Growth and Development Opportunities

Advisors may work with teams that offer exit strategies and succession planning, enabling them to leverage their existing client portfolios while growing their careers. Opportunities for marketing and operational support for rapid growth are also available.

Detailed Benefits and Perks

While specific benefits are not mentioned, the role implies significant support in terms of marketing and operational resources that would allow for accelerated business growth and a strong foundation for future success.

Compensation and Benefits

Compensation is competitive and commensurate with experience and the advisor’s existing book of business. Advisors are encouraged to bring their clients with them, and those with a minimum book of business of $30-40 million are highly sought after.

Why you should apply for this position today

This is a unique opportunity for Financial & Wealth Advisors who manage their own client portfolios and are looking to enhance their support structure or grow their practice. With a focus on independence and the ability to bring existing clients, this role is positioned for those seeking a rewarding and impactful career.

Skills

• Proven ability to manage a significant book of business ($30-40 million minimum)
• Strong understanding of financial planning and investment management
• Excellent client relationship management skills
• Ability to work independently while also collaborating with a team
• Strong marketing and operational acumen
• Entrepreneurial mindset with a focus on growth and development

Responsibilities

• Provide financial planning and investment management services to clients
• Manage and grow a personal portfolio of clients
• Collaborate with other advisors and firms to enhance service offerings
• Develop and implement strategies for client retention and acquisition
• Participate in succession planning and operational support initiatives

Qualifications

• Must have a valid and active client portfolio
• Not recently terminated from another advisor role
• Located in North America
• Not encumbered by a non-compete or non-solicit

Education Requirements

• Bachelor’s degree in Finance, Business, Economics, or a related field preferred

Education Requirements Credential Category

• Relevant financial certifications (e.g., CFP, CFA) may be preferred but are not explicitly required

Experience Requirements

• Must have a proven track record managing a significant existing book of business
• Experience in financial advisory roles, preferably with independent broker-dealers or RIAs

Why work in New York, NY

New York City is a global financial hub offering a dynamic and diverse culture with numerous opportunities for networking and professional growth. The city’s vibrant atmosphere and extensive resources make it an attractive location for Financial and Wealth Advisors looking to expand their horizons and influence in the industry.