Independent Financial Advisor - MEI Financial Group
Independent Financial Advisor — succession opportunity
Full-time book of business transition, 4-6 year timeline
About the opportunity:
We are a well-established independent financial advisor practice looking for a motivated, seasoned advisor to join our team with a clear path to owning and operating our existing book of business. This is a rare opportunity for the right person to step into a thriving practice, build meaningful client relationships, and take full ownership over a structured 4-6 year transition period.
If you're an experienced advisor who is entrepreneurial at heart, values long-term client relationships, and is ready to build something of your own — this role was designed for you.
What you'll do
• Manage and grow an existing client portfolio, providing comprehensive financial planning and investment advice
• Work closely with the current advisors through a structured knowledge and client transition process
• Develop and execute personalized financial strategies aligned with each client's goals and risk tolerance
• Build trust with existing clients and expand the practice through referrals and networking
• Maintain full compliance with regulatory requirements and industry best practices
Requirements
What we're looking for:
• Minimum 5 years of experience as a licensed financial advisor
• Demonstrated track record of client retention, growth, and relationship management
• Strong self-motivation and the drive to work independently with minimal oversight
• Genuine interest in eventually owning and operating an independent financial practice
• Excellent communication and interpersonal skills — you build trust naturally
• Current and in good standing with all applicable licensing requirements
Nice to have:
• CFP® (Certified Financial Planner) designation — strongly preferred and considered a significant asset
• Experience with financial planning software and CRM platforms
• Existing professional network or demonstrated ability to source new client
Benefits
What's we offer:
• A clearly defined succession plan with full ownership transition over 4-6 years
• Competitive compensation structure tied to book performance and growth
• Mentorship and knowledge transfer from seasoned advisors committed to your success
• Flexibility and autonomy in how you manage and grow your practice
Ready to take the next step?
If you're an experienced, self-driven advisor looking for more than just another job — this is your chance to build something lasting. Send your resume and a brief cover letter outlining your experience and your vision for your practice to dave@meifinancialgroup.com. We look forward to a confidential conversation.
IT Services and IT Consulting
Finance
Full-time