Wealth Advisor
High Knoll Wealth Advisors, Lexington, KY, United States
ABOUT THE OPPORTUNITY
High Knoll Wealth Advisors is a boutique, independent RIA based in Lexington, Kentucky. We are growing and doing it a little differently. Instead of asking you to build everything from scratch, we have already built the platform. The idea is simple. You focus on clients and growth and we handle the rest. This is an independent affiliate model with flexible economics. You run your practice. We provide the infrastructure, support, and partnership. If you have ever thought I like what I do, I just do not love where I am doing it, this is probably worth a conversation.
WHAT WE BRING TO THE TABLE
• Fully built RIA infrastructure with compliance, technology, and operations already in place
• Charles Schwab custody and an integrated tech stack including Advyzon and eMoney Advisor
• Prime office space in Downtown Lexington that is professional and client ready
• Direct access to the firm principal (Jonathan Pliszka) for strategy, growth, and real support
• A low bureaucracy environment with no committees, layers, or nonsense
• True fiduciary model with no quotas, no insurance, and no proprietary product pressure
For the right person, equity is on the table. We are not just hiring. We are building. If you think long term and want a seat at the table, there is a path here.
WHO WE ARE LOOKING FOR
There is no single profile, but a few tend to fit well:
• An experienced advisor with a portable book who wants a better platform
• Someone earlier in their career with real relationships and the confidence they will follow
• A career switcher such as an attorney, CPA, banker, or executive who has built trust and wants to formalize it in wealth management
If your thought is I have the relationships, I just need the right setup, that is exactly what this is. Licensing required with Series 65 or the ability to obtain it in a reasonable timeframe. CFP or CFP track preferred.
Clean compliance record and a fiduciary mindset are non negotiable. If you are in progress on licensing, still worth a conversation.
LOCATION AND STRUCTURE
• Hybrid with flexibility to build your practice in a way that works for you and your clients
• Preference for Lexington, Nashville, or Louisville as we are hands on and local
• Downtown Lexington office available as needed
• Compensation is flexible and tied to your book, services utilized, and growth trajectory
High Knoll Wealth Advisors is a boutique, independent RIA based in Lexington, Kentucky. We are growing and doing it a little differently. Instead of asking you to build everything from scratch, we have already built the platform. The idea is simple. You focus on clients and growth and we handle the rest. This is an independent affiliate model with flexible economics. You run your practice. We provide the infrastructure, support, and partnership. If you have ever thought I like what I do, I just do not love where I am doing it, this is probably worth a conversation.
WHAT WE BRING TO THE TABLE
• Fully built RIA infrastructure with compliance, technology, and operations already in place
• Charles Schwab custody and an integrated tech stack including Advyzon and eMoney Advisor
• Prime office space in Downtown Lexington that is professional and client ready
• Direct access to the firm principal (Jonathan Pliszka) for strategy, growth, and real support
• A low bureaucracy environment with no committees, layers, or nonsense
• True fiduciary model with no quotas, no insurance, and no proprietary product pressure
For the right person, equity is on the table. We are not just hiring. We are building. If you think long term and want a seat at the table, there is a path here.
WHO WE ARE LOOKING FOR
There is no single profile, but a few tend to fit well:
• An experienced advisor with a portable book who wants a better platform
• Someone earlier in their career with real relationships and the confidence they will follow
• A career switcher such as an attorney, CPA, banker, or executive who has built trust and wants to formalize it in wealth management
If your thought is I have the relationships, I just need the right setup, that is exactly what this is. Licensing required with Series 65 or the ability to obtain it in a reasonable timeframe. CFP or CFP track preferred.
Clean compliance record and a fiduciary mindset are non negotiable. If you are in progress on licensing, still worth a conversation.
LOCATION AND STRUCTURE
• Hybrid with flexibility to build your practice in a way that works for you and your clients
• Preference for Lexington, Nashville, or Louisville as we are hands on and local
• Downtown Lexington office available as needed
• Compensation is flexible and tied to your book, services utilized, and growth trajectory