Emerging Independent Financial Adviser
Kokomo,
United States
Our network includes experienced financial advisers at various stages of their careers. As their practices continue to grow and evolve, opportunities occasionally arise for talented advisers to join an established practice as a junior adviser, associate adviser, future partner, or succession candidate.
While these opportunities may not always be publicly posted, we welcome resumes from qualified professionals who are interested in becoming part of an independent advisory practice when the right fit becomes available.
If your experience, goals, and values align with the needs of one of our advisers, we'll reach out to discuss potential opportunities.
Potential Opportunities
Depending on the needs of each advisory practice, opportunities may include:
- Junior or Associate Financial Adviser
- Successor Adviser
- Practice Partner
- Client Relationship Adviser
- Financial Planning Associate
- Business Transition or Succession Candidate
Qualifications
- FINRA Series 7 and Series 66 (or Series 63/65) registrations, as applicable
- Life and Health Insurance licenses preferred
- Experience in financial planning, wealth management, or investment advisory services.
- Strong relationship-building and communication skills.
- Commitment to delivering objective, client-first financial advice.
- Values in collaboration, professionalism, and long-term client relationships.
- Interest in joining an established practice with opportunities for mentorship, growth, partnership, or succession.
What You'll Enjoy
- Mentorship from experienced financial professionals.
- The opportunity to work with an established client base.
- A pathway toward partnership or practice succession.
- Comprehensive compliance, operations, technology, and marketing support.
- Business development and practice management resources.
- Access to professionally managed investment solutions.
- The opportunity to serve clients with both traditional and Biblically Responsible investment strategies.
Ready to Start Your Next Chapter?
If you're interested in future opportunities with one of our affiliated advisory practices, we encourage you to submit your resume for consideration.
We'll retain your information and contact you when an opportunity aligns with your experience, career goals, and geographic preferences.
Whether you're an experienced adviser seeking a succession opportunity or an emerging professional looking to grow under the guidance of an established adviser, we'd welcome the opportunity to learn more about you.