The KXN
Overview
The KXN is conducting a confidential search on behalf of an independent RIA firm to add an experienced
Senior Financial Planner
to their growing team. This is a confidential search | Partner RIA Firm | W-2 + Competitive Payout + Revenue Sharing. If you’re an experienced advisor ready to grow with strong support and resources, this opportunity is designed for you. With a steady stream of warm referrals from trusted partners like Schwab and Fidelity, plus dedicated internal teams managing operations, you’ll have the resources to focus on expanding your book and deepening client relationships. Apply now to connect for a brief introductory conversation and learn more about the opportunity. What You’ll Be Doing
Serve as the lead advisor for a select group of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Create and implement comprehensive financial plans across estate, tax, retirement, and generational wealth strategies. Build deep, long-term client relationships while delivering ongoing advice and planning updates. Collaborate with in-house teams (investment, planning, operations, and client service) to provide a seamless client experience. Leverage the firm’s referral and marketing channels to meet new, qualified prospects; no cold prospecting required. Transition your current book of business to a firm that supports long-term growth and client-first service. What They’re Looking For
5+ years of experience in a financial planning and client advisory role Active Series 65, 66, or equivalent A portable book of business Confident in managing client relationships and delivering comprehensive advice Desire for a W-2 role with payout, full benefits, and no pressure to sell or cold prospect Entrepreneurial mindset with a team-first attitude and a focus on long-term client outcomes Why Advisors Thrive Here
Warm Leads Only: Strong referral relationships with Schwab, Fidelity, and internal marketing support W-2 Compensation + Payouts: Base salary, revenue share, 401(k) match, and full benefits Collaboration & Scale: Internal teams handle operations and client service — you focus on advising Growth-Oriented Culture: Revenue-sharing, succession planning, and leadership opportunities Flexible Work Environment: Hybrid or remote options available, plus true work-life balance Apply Now
This is a confidential search. If you’re open to hearing more, whether actively looking or just curious, we’d love to connect for a brief introductory conversation. Please submit your updated resume to be considered for the opportunity. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance Referrals increase your chances of interviewing at The KXN by 2x
#J-18808-Ljbffr
The KXN is conducting a confidential search on behalf of an independent RIA firm to add an experienced
Senior Financial Planner
to their growing team. This is a confidential search | Partner RIA Firm | W-2 + Competitive Payout + Revenue Sharing. If you’re an experienced advisor ready to grow with strong support and resources, this opportunity is designed for you. With a steady stream of warm referrals from trusted partners like Schwab and Fidelity, plus dedicated internal teams managing operations, you’ll have the resources to focus on expanding your book and deepening client relationships. Apply now to connect for a brief introductory conversation and learn more about the opportunity. What You’ll Be Doing
Serve as the lead advisor for a select group of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Create and implement comprehensive financial plans across estate, tax, retirement, and generational wealth strategies. Build deep, long-term client relationships while delivering ongoing advice and planning updates. Collaborate with in-house teams (investment, planning, operations, and client service) to provide a seamless client experience. Leverage the firm’s referral and marketing channels to meet new, qualified prospects; no cold prospecting required. Transition your current book of business to a firm that supports long-term growth and client-first service. What They’re Looking For
5+ years of experience in a financial planning and client advisory role Active Series 65, 66, or equivalent A portable book of business Confident in managing client relationships and delivering comprehensive advice Desire for a W-2 role with payout, full benefits, and no pressure to sell or cold prospect Entrepreneurial mindset with a team-first attitude and a focus on long-term client outcomes Why Advisors Thrive Here
Warm Leads Only: Strong referral relationships with Schwab, Fidelity, and internal marketing support W-2 Compensation + Payouts: Base salary, revenue share, 401(k) match, and full benefits Collaboration & Scale: Internal teams handle operations and client service — you focus on advising Growth-Oriented Culture: Revenue-sharing, succession planning, and leadership opportunities Flexible Work Environment: Hybrid or remote options available, plus true work-life balance Apply Now
This is a confidential search. If you’re open to hearing more, whether actively looking or just curious, we’d love to connect for a brief introductory conversation. Please submit your updated resume to be considered for the opportunity. Seniority level
Mid-Senior level Employment type
Full-time Job function
Finance Referrals increase your chances of interviewing at The KXN by 2x
#J-18808-Ljbffr