Financial Advisor

<strong>RogueSearch has over 23 years of providing consulting, training and recruitment services to respected organizations throughout the nation!&nbsp;</strong>

Bowling Green, Kentucky, United States

Rogue Search

<p>RogueSearch has over 23 years of providing consulting, training and recruitment services to respected organizations throughout the nation!&nbsp;</p> <p>During this time, we have found many recruitment Search Firms that are trying to hang on to outdated strategies, policies and logic that just doesn&rsquo;t make sense anymore including:</p> <ul> <li>The higher the level of search, the higher percentage fee you pay</li> <li>Fee Guarantee periods that don&rsquo;t exceed your own internal retention performance</li> <li>Don&rsquo;t partner with Human Resources, only work with Hiring Managers</li> </ul> <p><strong>Time for a change.&nbsp; Time to partner with RogueSearch</strong></p> https://www.roguehire.com/

keywords: position summary,highlights,environment,grow,management,program,license,planning,onboarding

Full Time

Overview: <p>An&nbsp;established&nbsp;wealth&nbsp;management&nbsp;practice&nbsp;in&nbsp;Northern&nbsp;Kentucky&nbsp;is&nbsp;seeking&nbsp;an&nbsp;experienced&nbsp;Financial&nbsp;Advisor&nbsp;to&nbsp;step&nbsp;into&nbsp;a&nbsp;<strong>structured&nbsp;succession&nbsp;opportunity</strong>&nbsp;tied&nbsp;to&nbsp;a&nbsp;planned&nbsp;advisor&nbsp;retirement&nbsp;in&nbsp;<strong>April&nbsp;2027</strong>.</p> <p>This&nbsp;is&nbsp;a&nbsp;rare&nbsp;opportunity&nbsp;to&nbsp;<strong>inherit&nbsp;and&nbsp;manage&nbsp;a&nbsp;substantial&nbsp;existing&nbsp;book&nbsp;of&nbsp;business</strong>&nbsp;through&nbsp;a&nbsp;clearly&nbsp;defined,&nbsp;multi-year&nbsp;transition&nbsp;plan.</p> <p>Opportunity&nbsp;Highlights</p> <ul> <li><strong>$100&nbsp;million&nbsp;book&nbsp;of&nbsp;business</strong>&nbsp;to&nbsp;be&nbsp;transitioned&nbsp;over&nbsp;time</li> <li>Approximately&nbsp;<strong>50%&nbsp;managed&nbsp;assets&nbsp;/&nbsp;50%&nbsp;transactional</strong></li> <li><strong>Planned&nbsp;retirement&nbsp;in&nbsp;April&nbsp;2027</strong>,&nbsp;allowing&nbsp;for&nbsp;a&nbsp;thoughtful,&nbsp;client-centric&nbsp;transition</li> <li><strong>Partnership&nbsp;structure&nbsp;at&nbsp;the&nbsp;outset</strong>,&nbsp;with&nbsp;payout&nbsp;increasing&nbsp;annually</li> <li><strong>100%&nbsp;ownership&nbsp;by&nbsp;year&nbsp;six</strong></li> <li>Designed&nbsp;to&nbsp;ensure&nbsp;continuity&nbsp;for&nbsp;clients&nbsp;while&nbsp;providing&nbsp;meaningful&nbsp;long-term&nbsp;upside&nbsp;for&nbsp;the&nbsp;incoming&nbsp;advisor</li> </ul>
Responsibilities: <ul> <li>Experienced&nbsp;Financial&nbsp;Advisor&nbsp;currently&nbsp;in&nbsp;an&nbsp;<strong>independent,&nbsp;regional,&nbsp;or&nbsp;wirehouse&nbsp;environment</strong></li> <li>Demonstrated&nbsp;ability&nbsp;to&nbsp;manage&nbsp;client&nbsp;relationships&nbsp;and&nbsp;retain&nbsp;assets&nbsp;through&nbsp;transitions</li> <li><strong>Portable&nbsp;client&nbsp;base</strong>&nbsp;expected&nbsp;to&nbsp;follow&nbsp;the&nbsp;advisor&nbsp;to&nbsp;add&nbsp;to&nbsp;the&nbsp;existing&nbsp;book</li> <li>Interested&nbsp;in&nbsp;accelerating&nbsp;growth&nbsp;by&nbsp;stepping&nbsp;into&nbsp;an&nbsp;established&nbsp;client&nbsp;base&nbsp;rather&nbsp;than&nbsp;building&nbsp;from&nbsp;scratch</li> <li>Long-term&nbsp;mindset&nbsp;with&nbsp;interest&nbsp;in&nbsp;eventually&nbsp;participating&nbsp;in&nbsp;a&nbsp;<strong>sunsetting&nbsp;or&nbsp;succession&nbsp;program</strong>&nbsp;of&nbsp;their&nbsp;own</li> </ul>
Requirements: <ul> <li><strong>Flexible&nbsp;office&nbsp;location&nbsp;options</strong>&nbsp;throughout&nbsp;Northern&nbsp;Kentucky&nbsp;and&nbsp;Cincinnati&nbsp;to&nbsp;accommodate&nbsp;both&nbsp;advisor&nbsp;and&nbsp;client&nbsp;preferences</li> <li><strong>Transition&nbsp;and&nbsp;onboarding&nbsp;support</strong>&nbsp;provided</li> <li>Ability&nbsp;to&nbsp;<strong>bring&nbsp;a&nbsp;licensed&nbsp;assistant</strong>&nbsp;as&nbsp;part&nbsp;of&nbsp;the&nbsp;move,&nbsp;if&nbsp;desired</li> <li>Emphasis&nbsp;on&nbsp;stability,&nbsp;continuity,&nbsp;and&nbsp;relationship-driven&nbsp;planning</li> </ul>