Strategic Partner for Registered Investment Advisors

Job overview

The Strategic Partner for Registered Investment Advisors role is listed in Brentwood, TN; the posting describes a confidential partnership conversation and does not specify a work arrangement. Compensation is not specified. FourPoint People is seeking established independent advisors or wealth management firm owners interested in a strategic partner. The opportunity is intended to help an advisor continue serving clients while reducing operational burdens and accessing growth resources. The partnership may support business development, succession planning, and continuity for clients and employees while preserving the advisor’s independence.

What you'll do

• Explore a strategic partnership with an established RIA or wealth management practice
• continue serving clients while using operational, compliance, technology, marketing, investment, and business-development support
• consider succession planning and service expansion.

What we're looking for

Skills & competencies

registered investment advisor

wealth management

brentwood tn

fourpoint people

strategic partnership

ria practice owner

client relationships

operational support

compliance support

growth resources

succession planning

Work arrangement

• Weekend coverage required

Benefits & perks

• Revenue sharing, compliance and regulatory support, and operational support are listed as benefits.

Why this role

The posting seeks an established RIA, wealth advisor, or independent practice owner and describes a long-term strategic partner rather than a buyer or employee role.

About the employer

FourPoint People is hiring for this role. Industry: Administrative Management and General Management Consulting Services. Sector: 54.