Financial Advisor

Financial Advisor role targeting seasoned wealth-management professionals. The opportunity spans partner firms offering true ownership of a book of business, competitive payout, sign-on incentives, and potential equity participation. Firms may provide fully remote, hybrid, or location-specific setups depending on footprint. The role emphasizes fiduciary standards and bespoke financial solutions, with a focus on transferring a substantial book of clients, deep experience in wealth management or investment advisory, and credentials such as CFP®, CFA®, or ChFC® along with FINRA licenses (Series 7, 63, 65/66). Ideal candidates have a track record of client-centric service, the ability to transition a book of business, and comfort with autonomy across multiple platforms and structures. Why Harrison Gray Search? Confidential, informed by market insight, and direct access to decision-makers to explore confidential opportunities. Apply today to start a conversation with our recruitment team.