Senior Financial Advisor (RIA) Bring Your Book | Lexington, KY
Inner Circle Agency Inc., Lexington, KY, United States
Senior Financial Advisor (RIA)
Bring Your Book | Lexington, KY
Lexington, Kentucky
Primarily in-office
Full-time
English required
Revenue-based compensation aligned with your existing book and future growth
Strong earning potential with no artificial cap on upside
Full infrastructure including investment management, compliance, and administrative support
Warm client introductions and firm-driven growth initiatives
Collaborative team environment with experienced advisors and internal specialists
Clear long-term path toward leadership and potential partnership
Inner Circle Agency is hiring on behalf of a well-established independent wealth management firm with a significant base of assets under management.
The firm focuses on delivering comprehensive financial planning to high-net-worth and ultra-high-net-worth clients, with an emphasis on long-term relationships, tax strategy, and multi-generational planning.
Advisors operate within a team-based structure supported by internal experts across investments, compliance, and operations, allowing them to focus on client relationships and high-level advisory work.
This opportunity is designed for an experienced financial advisor who has built a meaningful book of business and is looking for a stronger platform to support continued growth.
You will take ownership of client relationships while leveraging a fully built infrastructure that removes the operational burden typically associated with running a practice.
Advisors who tend to make this move are those who have outgrown their current environment, whether due to limited support, capped growth, or lack of collaboration.
You've built a solid book but still handle too much on your own
You want deeper support across planning, investments, and operations
You're looking for a more collaborative, team-based environment
You want access to additional client opportunities without starting from scratch
You're thinking long-term about growth, equity, or partnership
Manage and lead relationships with high-net-worth and ultra-high-net-worth clients
Deliver comprehensive financial planning including tax, estate, and investment strategy
Act as a proactive advisor, anticipating client needs and guiding long-term decisions
Coordinate with external professionals such as CPAs and legal advisors
Transition and integrate existing client relationships into the firm
Continue business development through personal networks and referrals
Collaborate with internal teams to deliver a high-touch client experience
10+ years of experience as a financial advisor
Proven ability to manage and transition a $40M+ client book
Clients that would reasonably be expected to follow you
Not subject to any non-compete or non-solicit restrictions
CFP designation (or equivalent)
Strong experience working with high-net-worth clients
Excellent communication and leadership skills
CPA, JD, MBA, or advanced tax/planning credentials
Deep expertise in tax strategy or complex planning scenarios
Experience working in a team-based advisory environment
Client-first, fiduciary mindset
Collaborative and team-oriented
Proactive and solutions-driven
Professional and credible with sophisticated clients
Interested in long-term growth within a firm environment
Bring Your Book | Lexington, KY
Lexington, Kentucky
Primarily in-office
Full-time
English required
Revenue-based compensation aligned with your existing book and future growth
Strong earning potential with no artificial cap on upside
Full infrastructure including investment management, compliance, and administrative support
Warm client introductions and firm-driven growth initiatives
Collaborative team environment with experienced advisors and internal specialists
Clear long-term path toward leadership and potential partnership
Inner Circle Agency is hiring on behalf of a well-established independent wealth management firm with a significant base of assets under management.
The firm focuses on delivering comprehensive financial planning to high-net-worth and ultra-high-net-worth clients, with an emphasis on long-term relationships, tax strategy, and multi-generational planning.
Advisors operate within a team-based structure supported by internal experts across investments, compliance, and operations, allowing them to focus on client relationships and high-level advisory work.
This opportunity is designed for an experienced financial advisor who has built a meaningful book of business and is looking for a stronger platform to support continued growth.
You will take ownership of client relationships while leveraging a fully built infrastructure that removes the operational burden typically associated with running a practice.
Advisors who tend to make this move are those who have outgrown their current environment, whether due to limited support, capped growth, or lack of collaboration.
You've built a solid book but still handle too much on your own
You want deeper support across planning, investments, and operations
You're looking for a more collaborative, team-based environment
You want access to additional client opportunities without starting from scratch
You're thinking long-term about growth, equity, or partnership
Manage and lead relationships with high-net-worth and ultra-high-net-worth clients
Deliver comprehensive financial planning including tax, estate, and investment strategy
Act as a proactive advisor, anticipating client needs and guiding long-term decisions
Coordinate with external professionals such as CPAs and legal advisors
Transition and integrate existing client relationships into the firm
Continue business development through personal networks and referrals
Collaborate with internal teams to deliver a high-touch client experience
10+ years of experience as a financial advisor
Proven ability to manage and transition a $40M+ client book
Clients that would reasonably be expected to follow you
Not subject to any non-compete or non-solicit restrictions
CFP designation (or equivalent)
Strong experience working with high-net-worth clients
Excellent communication and leadership skills
CPA, JD, MBA, or advanced tax/planning credentials
Deep expertise in tax strategy or complex planning scenarios
Experience working in a team-based advisory environment
Client-first, fiduciary mindset
Collaborative and team-oriented
Proactive and solutions-driven
Professional and credible with sophisticated clients
Interested in long-term growth within a firm environment