Join Flagship Financial Advisors: Unlock the Full Potential of Your $30M+ Book of Business
At Flagship Financial Advisors, we redefine wealth management by blending comprehensive financial planning, practical life advice, and investment management to create unparalleled personalized client experiences. As dedicated fiduciaries, we empower our advisors to build deep, lasting client relationships while maximizing the value of their book of business. If you’re a seasoned Financial Advisor with $30 million or more in assets under management (AUM), seeking the freedom to monetize your book and create long-term value, Flagship offers the autonomy, support, and resources to elevate your career.
We’re seeking a passionate, experienced Financial Advisor to join our dynamic team. This is your opportunity to break free from the constraints of legacy financial firms, own your practice, and thrive in a collaborative, growth-oriented environment designed to amplify your success.
What You’ll Do as a Financial Advisor
- Deliver Tailored Financial Solutions: Provide personalized financial planning across retirement, tax, estate, charitable giving, insurance, education, and business planning, leveraging your expertise to meet client needs.
- Monetize and Grow Your Book: Leverage your $30M+ AUM to maximize revenue through our flexible compensation structure while expanding your practice through a structured prospect process and referral network.
- Lead with Confidence: Conduct impactful client meetings, delivering clear, solution-oriented advice to strengthen relationships and drive loyalty.
- Optimize Portfolios: Monitor and adjust client portfolios based on market conditions, supported by our dedicated research arm and centralized trading desk.
- Collaborate and Mentor: Work alongside client service, trading, and analyst teams, adopting Flagship’s streamlined processes to ensure a consistent, high-quality client experience while mentoring associate advisors.
- Stay Compliant and Current: Maintain compliance with industry regulations and stay ahead of financial planning and investment trends.
Required Qualifications & Characteristics
- Proven Expertise: Minimum 1 year of experience as a Financial Advisor with a $30M+ AUM book of business and a demonstrated ability to grow it.
- Credentials: Bachelor’s Degree in finance, business, or a related field; Series 65 license and CFP® designation (or progress toward completion, with firm support).
- Business Development Success: Track record of converting prospects into loyal clients through relationship-building and strategic outreach.
- Client-Centric Approach: Exceptional interpersonal and communication skills to foster trust and rapport with high-net-worth clients.
- Growth-Minded and Collaborative: Detail-oriented, organized, and able to thrive in a fast-paced, client-focused environment while contributing to a team-oriented culture.
- Entrepreneurial Spirit: A desire to own and monetize your book of business with the ambition to create lasting value.
Why Choose Flagship Financial Advisors?
Unmatched Freedom to Own Your Practice
At Flagship, you’re not just an advisor, you’re a partner with the autonomy to manage and grow your $30M+ book your way. Transition from the rigid structures of legacy firms to an environment that empowers you to:
- Monetize Your Book: Retain and grow the value of your AUM with our flexible, advisor-friendly payout structure.
- Build Long-Term Value: Leverage our platform to expand your practice, attract high-net-worth clients, and create a legacy of success.
- Thrive with Support: Benefit from our dedicated research team, centralized trading desk, and professionally managed portfolios tailored to client goals, allowing you to focus on relationships and growth.
Competitive Compensation & Benefits
We offer compensation packages designed to reward your expertise and drive:
- Optional Base Salary Package: $100,000–$150,000/year with revenue-sharing payouts on AUM-based revenue.
- Optional Lucrative Grid Payout Package: Above-average grid payout structure based on your AUM, maximizing your earning potential.
- Performance Bonuses: Earn performance-based bonuses plus Net New Money bonuses for growing your book.
- Research Arm with Centralized Trading and Managed Portfolios: Dedicated research team providing in-depth market analysis and insights. Centralized trading desk streamlining execution for efficiency and consistency. Professionally managed portfolios tailored to client goals and risk profiles.
A Culture Built for Your Success
At Flagship, we foster a collaborative, innovative environment where your voice matters:
- Contemporary Workspaces: Cutting-edge office equipped with triple monitors, dedicated sales assistant, and portfolio trading tools empowering you to prioritize growth, research department and risk-adjusted models or manage your book your way, featuring a sleek new office design with complimentary drinks and snacks to fuel your productivity.
- Prioritize Growth-Oriented Strategy Meetings: Regular strategy meetings dedicated to growth enable team to align on objectives, identify opportunities, and address challenges proactively. These meetings foster a culture of innovation, collaboration, and accountability, ensuring that growth remains a central focus.
- Growth-Oriented Support: Benefit from a team that prioritizes your success, offering the tools, resources, and flexibility to manage your book and achieve your goals.
Ready to Unlock Your Potential?
If you’re a Financial Advisor with $30M+ in AUM, passionate about delivering exceptional client experiences, monetizing your book, and thriving in a supportive, innovative environment, Flagship Financial Advisors is your next step. Contact us at info@flagshipTN.com to join a team that values your expertise and empowers you to redefine wealth management.
