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

Job TitleSenior Financial Advisor (RIA) – Bring Your Book | Lexington, KYJob LocationLexington, KentuckyWork ModelPrimarily in-officeWorking HoursFull-timeLanguagesEnglish requiredWhat the Client OffersRevenue-based compensation aligned with your existing book and future growthStrong earning potential with no artificial cap on upsideFull infrastructure including investment management, compliance, and administrative supportWarm client introductions and firm-driven growth initiativesCollaborative team environment with experienced advisors and internal specialistsClear long-term path toward leadership and potential partnershipAbout the ClientInner 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.Role OverviewThis 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.Why Advisors Make a Move Like ThisYou've built a solid book but still handle too much on your ownYou want deeper support across planning, investments, and operationsYou're looking for a more collaborative, team-based environmentYou want access to additional client opportunities without starting from scratchYou're thinking long‑term about growth, equity, or partnershipKey ResponsibilitiesManage and lead relationships with high-net-worth and ultra-high-net-worth clientsDeliver comprehensive financial planning including tax, estate, and investment strategyAct as a proactive advisor, anticipating client needs and guiding long‑term decisionsCoordinate with external professionals such as CPAs and legal advisorsTransition and integrate existing client relationships into the firmContinue business development through personal networks and referralsCollaborate with internal teams to deliver a high‑touch client experienceRequirements10+ years of experience as a financial advisorProven ability to manage and transition a $40M+ client bookClients that would reasonably be expected to follow youNot subject to any non-compete or non-solicit restrictionsCFP® designation (or equivalent)Strong experience working with high-net-worth clientsExcellent communication and leadership skillsPreferredCPA, JD, MBA, or advanced tax/planning credentialsDeep expertise in tax strategy or complex planning scenariosExperience working in a team-based advisory environmentCultural FitClient-first, fiduciary mindsetCollaborative and team-orientedProactive and solutions-drivenProfessional and credible with sophisticated clientsInterested in long‑term growth within a firm environment#J-18808-Ljbffr