Experienced Financial Advisor (Fee-Based / AUM Focus)
Fee-Based Financial Planner / Wealth Advisor (Confidential) - Miami/Dade, FL
Job Type: Full-time
Work Model: In-office / hybrid (based on fit)
Compensation: Competitive and customized (based on AUM, planning fees, production, and experience)
Confidential Search: Yes - client name shared after initial alignment call
Overview
True Axis Recruiting is partnering with a confidential, well-established wealth management platform in the Alpharetta/North Atlanta market to identify a planning-first, fee-based Financial Planner / Wealth Advisor who wants to scale a practice, grow recurring revenue, and build enterprise value with a longer-term path toward succession planning and an eventual transition/sale.
This opportunity is designed for advisors who want to spend more time advising and less time on admin-supported by real infrastructure that helps you grow.
What Makes This Opportunity Different
You'll be supported by a full "advisor support stack," including:
Lead Generation & Growth Support
• Online lead generation programs
• Seminar/webinar and event support
• Niche market programs and business development resources designed to help fill the pipeline
Full Back-Office / Service & Case Support
• Dedicated back-office resources to reduce paperwork and streamline workflows
• Support with new business processing and ongoing servicing so you can stay client-facing
Deep Planning Bench
• Planning and case design support to help you deliver more planning work efficiently
• Access to specialists to support implementation and complex client needs
Practice Management & Business Owner Support
• Book reviews/audits and growth strategy support
• Support for building repeatable processes that improve durability and practice value
• Succession planning and business valuation guidance (where applicable)
Multiple Revenue Streams
• Ability to broaden client solutions beyond AUM alone and build diversified, resilient revenue
Transition Support (if applicable)
• Structured onboarding and client transition support for a smooth experience
Key Responsibilities
• Deliver goals-based financial planning and ongoing wealth management
• Build and deepen relationships through consistent review cadence and proactive planning
• Grow AUM and recurring revenue through referrals, COIs, events, and supported lead channels
• Collaborate with internal resources to streamline onboarding, planning execution, and client service
• Identify appropriate solutions aligned to client needs and long-term outcomes
• Maintain licensing, compliance, and documentation standards
Qualifications
• 3+ years of experience as a producing advisor/planner (more senior welcome)
• Strong fee-based / planning-first approach (mixed books welcome; AUM orientation preferred)
• Proven relationship management and client retention skills
• Track record of growth (new assets, planning fees, referrals, COIs, or supported lead strategies)
• Licenses preferred: Series 65 or 7/66 (CFP a plus; not required)
• High integrity, client-first mindset, and desire to build long-term practice value
Helpful Context We'll Discuss (Confidential)
To confirm fit, we'll cover a few high-level items early:
• Approximate AUM and fee-based % of your book
• Current T12 (ballpark) and recurring vs transactional mix
• Client profile and any concentration (top households as % of AUM/revenue)
• Growth goals and what support would move the needle most (leads, ops, planning, succession)
How to Apply (Confidential)
Apply with your resume or LinkedIn profile. For fastest consideration, include:
• Your location (Alpharetta/North Atlanta or willingness to be based there)
• Ballpark AUM and fee-based %
• Ballpark T12
All inquiries are handled confidentially. We will not contact your current firm.
Apply tot his job
Apply To this Job
Job Type: Full-time
Work Model: In-office / hybrid (based on fit)
Compensation: Competitive and customized (based on AUM, planning fees, production, and experience)
Confidential Search: Yes - client name shared after initial alignment call
Overview
True Axis Recruiting is partnering with a confidential, well-established wealth management platform in the Alpharetta/North Atlanta market to identify a planning-first, fee-based Financial Planner / Wealth Advisor who wants to scale a practice, grow recurring revenue, and build enterprise value with a longer-term path toward succession planning and an eventual transition/sale.
This opportunity is designed for advisors who want to spend more time advising and less time on admin-supported by real infrastructure that helps you grow.
What Makes This Opportunity Different
You'll be supported by a full "advisor support stack," including:
Lead Generation & Growth Support
• Online lead generation programs
• Seminar/webinar and event support
• Niche market programs and business development resources designed to help fill the pipeline
Full Back-Office / Service & Case Support
• Dedicated back-office resources to reduce paperwork and streamline workflows
• Support with new business processing and ongoing servicing so you can stay client-facing
Deep Planning Bench
• Planning and case design support to help you deliver more planning work efficiently
• Access to specialists to support implementation and complex client needs
Practice Management & Business Owner Support
• Book reviews/audits and growth strategy support
• Support for building repeatable processes that improve durability and practice value
• Succession planning and business valuation guidance (where applicable)
Multiple Revenue Streams
• Ability to broaden client solutions beyond AUM alone and build diversified, resilient revenue
Transition Support (if applicable)
• Structured onboarding and client transition support for a smooth experience
Key Responsibilities
• Deliver goals-based financial planning and ongoing wealth management
• Build and deepen relationships through consistent review cadence and proactive planning
• Grow AUM and recurring revenue through referrals, COIs, events, and supported lead channels
• Collaborate with internal resources to streamline onboarding, planning execution, and client service
• Identify appropriate solutions aligned to client needs and long-term outcomes
• Maintain licensing, compliance, and documentation standards
Qualifications
• 3+ years of experience as a producing advisor/planner (more senior welcome)
• Strong fee-based / planning-first approach (mixed books welcome; AUM orientation preferred)
• Proven relationship management and client retention skills
• Track record of growth (new assets, planning fees, referrals, COIs, or supported lead strategies)
• Licenses preferred: Series 65 or 7/66 (CFP a plus; not required)
• High integrity, client-first mindset, and desire to build long-term practice value
Helpful Context We'll Discuss (Confidential)
To confirm fit, we'll cover a few high-level items early:
• Approximate AUM and fee-based % of your book
• Current T12 (ballpark) and recurring vs transactional mix
• Client profile and any concentration (top households as % of AUM/revenue)
• Growth goals and what support would move the needle most (leads, ops, planning, succession)
How to Apply (Confidential)
Apply with your resume or LinkedIn profile. For fastest consideration, include:
• Your location (Alpharetta/North Atlanta or willingness to be based there)
• Ballpark AUM and fee-based %
• Ballpark T12
All inquiries are handled confidentially. We will not contact your current firm.
Apply tot his job
Apply To this Job