Independent Financial Advisor - MEI Financial Group

Independent Financial Advisor — succession opportunity

Full-time book of business transition, 4–6 year timeline

About the opportunity:

We are a well-established independent financial advisor practice looking for a motivated, seasoned advisor to join our team with a clear path to owning and operating our existing book of business. This is a rare opportunity for the right person to step into a thriving practice, build meaningful client relationships, and take full ownership over a structured 4–6 year transition period.

If you're an experienced advisor who is entrepreneurial at heart, values long-term client relationships, and is ready to build something of your own — this role was designed for you.

What you'll do

• Manage and grow an existing client portfolio, providing comprehensive financial planning and investment advice

• Work closely with the current advisors through a structured knowledge and client transition process

• Develop and execute personalized financial strategies aligned with each client's goals and risk tolerance

• Build trust with existing clients and expand the practice through referrals and networking

• Maintain full compliance with regulatory requirements and industry best practices

Requirements

What we're looking for:

• Minimum 5 years of experience as a licensed financial advisor

• Demonstrated track record of client retention, growth, and relationship management

• Strong self-motivation and the drive to work independently with minimal oversight

• Genuine interest in eventually owning and operating an independent financial practice

• Excellent communication and interpersonal skills — you build trust naturally

• Current and in good standing with all applicable licensing requirements

Nice to have:

• CFP® (Certified Financial Planner) designation — strongly preferred and considered a significant asset

• Experience with financial planning software and CRM platforms

• Existing professional network or demonstrated ability to source new client

Benefits

What's we offer:

• A clearly defined succession plan with full ownership transition over 4–6 years

• Competitive compensation structure tied to book performance and growth

• Mentorship and knowledge transfer from seasoned advisors committed to your success

• Flexibility and autonomy in how you manage and grow your practice

Ready to take the next step?

If you're an experienced, self-driven advisor looking for more than just another job — this is your chance to build something lasting. Send your resume and a brief cover letter outlining your experience and your vision for your practice to [email protected]. We look forward to a confidential conversation.