What are the responsibilities and job description for the Financial Advisor position at Stock Pro?
This is not a traditional advisor role.
If you’re looking for a salaried position, internal leads, or a corporate structure — this isn’t it.
If you’re an advisor who wants control, transparency, and the ability to actually build something, keep reading.
About Stock Pro
Stock Pro is an independent RIA platform built for advisors who want to operate with flexibility, modern tools, and clear economics.
We’re focused on:
- Transparent payout structure (no hidden platform layers)
- Technology-driven portfolio management
- Supporting advisors who want to grow their own business — not just sit in a seat
Who This Is For
- Advisors with an existing book of business (typically $20M–$100M AUM)
- Advisors currently at wirehouses or independent broker-dealers questioning their true payout
- Self-starters who want ownership mindset vs. employee mindset
What You’ll Do
- Manage and grow your client relationships
- Build and scale your own advisory practice under the Stock Pro platform
- Utilize our portfolio strategies and technology (optional, not forced)
- Operate with full transparency on fees, structure, and client outcomes
Compensation
- Payout range: ~80%–90% depending on structure and production
- No confusing GDC grids or hidden platform costs
- Opportunity to grow economics as your book scales
(Compensation varies based on assets, production, and structure)
What Makes This Different
- No “90% payout illusion” — we’re upfront about economics
- No forced products or proprietary sales quotas
- Flexibility in how you run your practice
- Ability to be part of a growing advisor platform (not a static firm)
What This Is Not
- Not a trainee program
- Not a lead-generation job
- Not a plug-and-play W-2 role
Hiring Process
- Intro call (fit philosophy)
- Deeper conversation around your current book and goals
- Platform walkthrough economics discussion
- Decision transition planning (if applicable)
Location
Bellingham, Washington (hybrid in-person/remote work setup)
Applicant Privacy
All inquiries are kept strictly confidential. We understand the sensitivity of exploring a transition.
Interested?
- Send cover letter and resume to tim@gostockpro.com or visit www.gostockpro.com to learn more about the firm.