Succession Plan-Financial Advisor-Texas

RK Partners

  • Chicago, IL
  • $85,000-100,000 per year
  • Permanent
  • Full-time
  • 17 days ago
  • Apply easily
Financial Advisor – Succession Plan- OpportunityLocation: Commerce, TXCompensation: 85-100K base + Variable CompensationRelocation Assistance ProvidedGrow Your Career with a Built-In Book of BusinessAre you an experienced financial advisor looking to take the next big step in your career?We’re offering a unique, career-defining opportunity in Commerce, Texas for a qualified financial advisor to inherit awell-established book of business from a retiring advisor. This position includes a carefully structured transition plandesigned for long-term client retention and success.What You Can ExpectImmediate access to an existing client base with strong relationships already in placeA 1–2 year joint work transition period with the retiring advisor to ensure a smooth handoffThe opportunity to grow and deepen client relationships while building trustBase salary plus variable compensation based on performanceRelocation assistance to help make your move to Commerce, TX seamlessBacked by a strong support team and infrastructure to help you succeedWho We’re Looking ForA licensed and experienced financial advisor or planner with a passion for helping others*Series 7, Series 66 and CFP PreferredThis opportunity is for someone with excellent interpersonal and relationship management skillsand a proactive mindset, who is excited about both client service and long-term career growth.You will have the ability to work collaboratively during the transition period and independently long term!This is more than a job—it’s a rare opportunity to step into a respected practice, build lasting relationships, and make a meaningful impact in the lives of your clients.

RK Partners