Financial Advisor - Successor/Partner

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Job #: 15640
Status: Inactive / Filled
Title: Financial Advisor - Successor/Partner
Job Location: Lincoln, NE
Base Compensation: $50,000 — $150,000
Total Compensation: $100,000 — $300,000
Benefits: to be determined
Is Employer Willing to Relocate?: No
Employment Type: Full Time / Direct Hire
Job Categories: Investments & Securities
Industries: Financial Services


This firm is well established with an impeccable reputation. This is a unique business situation because our client has both a thriving tax and accounting practice as well as a successful financial advisory practice. There is significant degree of experience working with retirees and pre-retirees. The CEO of this firm is credentialed as both a CPA and a CFP and has been in the financial advisor business for over 30 years. He has been recognized both locally and nationally as an outstanding advisor and leader in the world of financial planning. He is also an active participant and contributor across a wide spectrum of local and community organizations. THIS IS AN OPPORTUNITY TO TAKE OVER A SUBSTANTIAL PRACTICE OVER TIME. Our client offers: • professional office space • a mature staff • excellent technology • a strong established clientele on both the accounting and financial advisory sides • expertise in the retirement marketplace • an opportunity to be the partner/successor of a well established and growing practice Our client has a relationship with a name brand broker dealer and Registered Investment Advisory firm. Compensation formulas and benefits will be crafted appropriate to what the potential associate brings to the table and the perceived value of his or her ability to build on the future.


We have been retained as an executive search firm by a very successful wealth management firm in the Lincoln, Nebraska area to find a seasoned Financial Advisor as a potential Successor/Partner. The advisor we seek has an entrepreneurial spirit and has the energy and vision to take the reins of a firm that has a strong foundation, but more importantly, a dynamic and exciting future. We are looking for someone who is leader. We are looking for an advisor with a passion for client service, a client-first fiduciary mindset, a high level of intellectual curiosity, and a willingness and ability to be a trend setter. At the same time, he or she must have good prospecting and sales skills being able to generate new clients, engage in holistic conversations, formulate comprehensive financial plans and innovative solutions, and become an expert facilitator of client decisions.


Series 6, Series 63, existing book of business

Preferred Qualifications:
The preferred professional we seek is well educated, has earned credentials such as the CFP®, ChFC, CFA, MBA or PFS, and holds an active Series 7, 63, and 65 and Nebraska insurance licenses. The professional we seek is successful to date - currently earning a 6 figure income - and has an existing book of business - but is looking for an opportunity to substantially grow his or her practice.


FINRA Registered Rep - Series 6; FINRA Registered Rep - Series 7 - Stock Broker; NASAA State Registration / Investment Advisor - Series 63

Total Years of Experience:

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