Financial Advisor — Southwest

Job overview

Compensation is $25,000,000–$200,000,000 per year. The Financial Advisor — Southwest role is listed onsite in Phoenix, Arizona, with opportunities across Arizona, Colorado, Utah, New Mexico, and Southern California. ; the $25 million to $200 million figure describes portable assets managed, not pay. The role supports a growing independent wealth management firm built by advisors for advisors. The advisor will bring a portable practice to an advisor-led platform designed to support client service and practice growth. The firm offers operational support, in-house tax and estate planning, custodial flexibility, and customized transition arrangements to help advisors serve clients and shape their practices.

What you'll do

• Manage a financial advisory practice and serve clients
• pursue practice growth or transition goals
• work with firm leadership on client and prospect strategy
• use available operations support and the firm's tax and estate planning resources.

What we're looking for

Skills & competencies

financial advisor

southwest

wealth management

independent firm

advisor-led

phoenix az

arizona

colorado

utah

new mexico

southern california

portable assets

Work arrangement

• Weekend coverage required

Benefits & perks

• In-house tax and estate planning
• operations support
• custodial flexibility
• benefits access through a hybrid W-2/1099 structure.

Why this role

Advisor-led independent wealth management firm; partner title for advisors joining with $50M+ in assets; Schwab or Fidelity custodial flexibility; customized economics and case-by-case transition support.

About the employer

Harrison Gray Search & Consulting is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.