What are the responsibilities and job description for the Financial Advisor – Succession & Growth Partner position at Elevation Wealth Management?
Are you an experienced advisor seeking more flexibility, a better fee structure, and a guaranteed future exit plan?
Join Elevation Wealth Management, a tech-forward, fast-growing Independent planning practice that has doubled in size each of the last three years, and we’re not slowing down! We want you to help us accelerate further, and continue to build the EWM Brand.
What we offer:
- modern tech stack
- dedicated team support
- Reinvestment into your practice
- robust succession plan & Practice Continuity
- negotiated buyout at retirement
We are an Independent Planning Practice. No compensation "Grid", Sales "Quotas", Proprietary products, or bank owning all of your business!
With us, you scale your practice today and have a smooth, high-value exit when you’re ready.
The Opportunity
We are looking for an experienced, client-focused Financial Advisor to join our team as a partner-track advisor. This is an ideal opportunity for a seasoned professional who has built a strong book of business and is ready for a new home—one that offers better resources, a collaborative culture, and a real path forward.
This role is especially compelling for advisors who are thinking about the next chapter: whether that's scaling your practice without the headaches of going it alone, or beginning to think about a thoughtful, dignified succession plan.
What We're Looking For
- Experienced financial advisor with a minimum of 5 years in the industry
- An existing book of business you're prepared to transition
- Series 65 (or equivalent) licensed; CFP designation preferred
- Strong relationship skills and a client-first philosophy
- Entrepreneurial mindset with a desire to grow within a thriving practice
- Clean compliance record
Compensation
Compensation Payouts are highly competitive and structured around the book of business you bring and/or the revenue you generate. Salary options are also available, and we encourage negotiation.
Let's Talk
If you're an advisor who's built something great and is ready for a firm that can match your ambition—and take care of you for the long haul—we'd love to have a conversation!