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Senior HR Business Partner @ Priority Financial Group & Dynamic Advisor Solutions | SHRM Certified Professional
Priority Financial Group (PFG), a prominent financial firm with a 20+year track record in the industry, is partnering with a $600M credit union in Los Angeles to offer a unique dual-channel opportunity for experienced financial advisors ready to grow their book of business while gaining access to a new stream of qualified leads.
This role is designed for motivated advisors with $15M+ in portable AUM who are ready to scale their practice while tapping into a new pipeline of qualified, engaged prospects.
Why Advisors Choose PFG:
Dual Channel Model : Maintain your independent book (up to 85% payout) while partnering with a credit union wealth program (up to 45% payout).
Lead Generation : Work directly with credit union membersready-to-engage prospects delivered to you.
Custodial Flexibility : Access Schwab, Fidelity, Orion Portfolio Solutions, and NFS and Pershing.
Back Office Support : Enjoy comprehensive administrative, marketing, and compliance support from a trusted partner.
Tech Stack : Leverage best-in-class platforms like Orion, Salesforce CRM, and Riskalyze.
Office Space & Branding : Provided through the credit union for a professional client experience.
This role is perfect for a motivated advisor seeking to scale their practice with support, flexibility, and the stability of a well-established institutional partner.
Apply today to learn how you can unlock new growth in your advisory career with PFG.
Equal Opportunity Employer:Priority Financial Group is an equal opportunity employer. We embrace diversity and inclusion and are committed to creating a workplace that celebrates and supports the diversity of our employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sex
Seniority level
Seniority level
Not Applicable
Employment type
Employment type
Contract
Job function
Job function
Finance
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