Independent Financial Advisor

Independent Financial Advisor
USA Remote (Nationwide)

• Primary Markets: IL, FL, ME, CA, TX (Expanding Nationally)

Compensation: Commission-Based (Unlimited Earning Potential)

Are you an experienced financial advisor looking for the freedom to grow your practice with the support of an established firm? Join us, an independent firm through LPL Financial, and gain access to industry-leading resources, dedicated support, and a collaborative network to help you succeed.

WHY JOIN US?

• Navigating the complexities of running a financial practice can be challenging. That’s why we provide our advisors with a suite of services designed to streamline operations, enhance client experiences, and drive business growth. While you remain independent, we offer a range of optional services to support your success.

COMPREHENSIVE SUPPORT SERVICES:
Transition Support

• Onboarding guidance & client communication strategy
• Personalized marketing materials & LPL brochure
• Client profile setup & paperwork assistance
• Money movement monitoring & trade execution

Practice Management

• Transaction & cash management
• Account trading & scheduling assistance
• Case management & annuity order entry
• Model rebalancing & life insurance underwriting

Technology & Compliance

• CRM & financial planning tools
• Cloud storage system & scheduling software
• OSJ Compliance & branch office setup
• Social media monitoring & CE reminders

Practice Growth

• Access to qualified leads & local partnerships
• Brand-building support & networking opportunities
• Training sessions & an annual conference

Client Service Support

• Account setup & client profile management
• Beneficiary updates & statement requests
• Internal service team support for streamlined operations

WHO WE’RE LOOKING FOR:

• We’re seeking motivated, client-focused financial advisors who are passionate about helping individuals achieve their financial goals. This role is ideal for experienced advisors who thrive in a commission-based environment and value the flexibility of an independent practice

LOCATIONS:

• We are actively growing in Illinois, Florida, Maine, California, and Texas, but we welcome candidates nationwide

We never take ownership of your clients or lock your clients into products that would keep you stuck in the future - our business model focuses’ on TRUE PARTNERSHIP.

Ready to take your practice to the next level? Apply today and let’s build success together!

We are an equal opportunity employer, and we are an organization that values diversity. We welcome applications from all qualified candidates, including minorities and persons with disabilities.

req24-01321

Job Type: Full-time

Compensation Package:

• Commission only
• Commission pay

Work Location: On the road