Senior Financial Advisor (RIA) Bring Your Book | Lexington, KY

divh2Senior Financial Advisor (RIA)/h2pBring Your Book | Lexington, KY/ppLexington, Kentucky/ppPrimarily in-office/ppFull-time/ppEnglish required/ppRevenue-based compensation aligned with your existing book and future growth/ppStrong earning potential with no artificial cap on upside/ppFull infrastructure including investment management, compliance, and administrative support/ppWarm client introductions and firm-driven growth initiatives/ppCollaborative team environment with experienced advisors and internal specialists/ppClear long-term path toward leadership and potential partnership/ppInner Circle Agency is hiring on behalf of a well-established independent wealth management firm with a significant base of assets under management./ppThe 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./ppAdvisors 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./ppThis 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./ppYou will take ownership of client relationships while leveraging a fully built infrastructure that removes the operational burden typically associated with running a practice./ppAdvisors 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./ppYouve built a solid book but still handle too much on your own/ppYou want deeper support across planning, investments, and operations/ppYoure looking for a more collaborative, team-based environment/ppYou want access to additional client opportunities without starting from scratch/ppYoure thinking long-term about growth, equity, or partnership/ppManage and lead relationships with high-net-worth and ultra-high-net-worth clients/ppDeliver comprehensive financial planning including tax, estate, and investment strategy/ppAct as a proactive advisor, anticipating client needs and guiding long-term decisions/ppCoordinate with external professionals such as CPAs and legal advisors/ppTransition and integrate existing client relationships into the firm/ppContinue business development through personal networks and referrals/ppCollaborate with internal teams to deliver a high-touch client experience/ppRequired: 10+ years of experience as a financial advisor/ppProven ability to manage and transition a $40M+ client book/ppClients that would reasonably be expected to follow you/ppNot subject to any non-compete or non-solicit restrictions/ppCFP designation (or equivalent)/ppStrong experience working with high-net-worth clients/ppExcellent communication and leadership skills/ppPreferred: CPA, JD, MBA, or advanced tax/planning credentials/ppDeep expertise in tax strategy or complex planning scenarios/ppExperience working in a team-based advisory environment/ppClient-first, fiduciary mindset/ppCollaborative and team-oriented/ppProactive and solutions-driven/ppProfessional and credible with sophisticated clients/ppInterested in long-term growth within a firm environment/p/div