Licensed Financial Advisor Opportunities

Valued Merchant Services•San Francisco, CA

4d•Hybrid

About The Position

A premier global investment banking and wealth management firm is seeking two high-performing Financial Advisors to join our expanding advisory teams in the San Francisco, New York, Houston, and Chicago markets. This is an opportunity to align with a world-class organization known for sophisticated wealth strategies, elite client service, institutional-level resources, and an exceptional advisor support platform. We are seeking entrepreneurial professionals with proven success serving high-net-worth individuals and families who are ready to elevate their practice, increase earnings potential, and build long-term enterprise value. The firm offers two distinct career paths: the Advisor Development Track for those seeking mentorship and accelerated growth, and the Independent Advisor Channel for experienced advisors desiring greater autonomy and higher payout structures.

Requirements

3–5 years of financial advisory experience
Demonstrated success working with high-net-worth clients
Existing book of business with approximately $25M–$50M in AUM
FINRA Series 7 License
Series 63 or 66
Series 65 or 66
Active State Insurance Licenses: Health Life Variable Products
Four-year college degree or equivalent experience
Legally authorized to work in the United States without sponsorship
Entrepreneurial mindset with strong business development capabilities
Desire to grow within a coaching and peer-learning environment
Proven track record of consistent production and client retention
Strong interpersonal, relationship-building, and communication skills
Must have $25M in portable business

Nice To Haves

Advisors looking to accelerate growth through mentorship, advanced planning exposure, and institutional support (Advisor Development Track)
Experienced advisors seeking greater autonomy, significantly higher payout structures, and long-term practice scalability (Independent Advisor Channel)
Relationship-driven advisor who thrives in a performance-oriented environment and wants access to institutional-quality resources without sacrificing entrepreneurial freedom
Values growth, independence, elite client experiences, long-term wealth creation, collaborative excellence, and building a lasting advisory business

Responsibilities

Partner with a Seasoned Senior Advisor (for Advisor Development Track)
Build Your Practice with Full Institutional Support (for Independent Advisor Channel)
Serve high-net-worth individuals and families
Elevate practice, increase earnings potential, and build long-term enterprise value
Utilize sophisticated planning strategies and proprietary tools
Leverage institutional-level resources and an exceptional advisor support platform
Maintain a proven track record of consistent production and client retention
Develop strong interpersonal, relationship-building, and communication skills

Benefits

Base Salary: $75,000–$90,000 (Advisor Development Track)
Performance Bonuses (Advisor Development Track)
Total Compensation Potential: Up to $250,000+ annually (Advisor Development Track)
Direct mentorship from a senior advisor (Advisor Development Track)
Hands-on development with high-net-worth clientele (Advisor Development Track)
Structured growth and career advancement (Advisor Development Track)
Access to sophisticated planning strategies and proprietary tools (Advisor Development Track)
80%–85% Commission Payout (Independent Advisor Channel)
Total Compensation Potential: $325,000–$450,000+ annually (Independent Advisor Channel)
Dedicated support staff (Independent Advisor Channel)
Marketing and branding support (Independent Advisor Channel)
Advanced training and development (Independent Advisor Channel)
State-of-the-art technology and practice management tools (Independent Advisor Channel)
E&O insurance coverage (Independent Advisor Channel)
Travel expense reimbursement (Independent Advisor Channel)
Full operational infrastructure (Independent Advisor Channel)
Outstanding collaborative culture
Elite wealth management platform
Cutting-edge technology and planning tools
Competitive compensation structure
Uncapped monthly bonus opportunities
Health insurance
Retirement benefits
Life insurance
Long-term disability coverage
Superior succession and retirement transition strategies
Long-term career growth and leadership opportunities
Ongoing coaching, mentorship, and professional development