DL United
Overview
Exclusive Opportunity with a Fortune 100 Company for Financial Advisors Are you an accomplished financial advisor seeking a seamless transition to greater independence, while retaining access to the resources that drive success? We are offering an exclusive, confidential opportunity for top-tier advisors like yourself to join a dynamic platform designed for growth, flexibility, and long-term success. Market research consistently demonstrates that we provide the most competitive total compensation package in the industry. By combining
exceptionally attractive grid payouts
with
minimal fees , we ensure that you retain more of what you earn. Our financial advisors experience the best of both worlds—outstanding earnings potential paired with the freedom to grow and shape their own future. Our
Transitional Forgivable Loan Program
provides the financial support necessary for a smooth and stress-free transition. In addition, we offer: Seamless Transition Support : Our dedicated white-glove team ensures a smooth process, preserving the valued relationships you’ve cultivated with your clients. Future Flexibility : Retain full ownership of your book of business, with the ability to sell it on your terms when the time is right. Comprehensive Support : Leverage the strength of a 170-year legacy, with resources in office leasing, human resources, marketing, wealth management, and technology—tools that empower you to thrive. With six offices across Northern California, we invite you to learn more about who we are and how we can support your future. If this opportunity resonates with you, let’s schedule a call to explore whether our goals align. Details
Seniority level : Mid-Senior level Employment type : Full-time Job function : Finance and Management Benefits and additional information Medical insurance Vision insurance 401(k) Disability insurance Get notified when a new job is posted. Sample postings (illustrative roles and locations)
Strategic Financial Analyst, Marketing Finance — Mountain View, CA
$113,000.00-$162,000.00 Strategic Financial Analyst, Marketing Finance — San Francisco, CA
$85,000.00-$135,000.00 Asset & Wealth Management, Private Family Office Financial Planner, Associate — San Francisco San Francisco, CA
$90,000.00-$100,000.00 Private Wealth Advisor - New Business Development — San Francisco Bay Area
$150,000.00-$200,000.00 Principal - PJT Park Hill (Alternative Credit/Hedge Fund - Distribution) — San Francisco, CA
$300,000.00-$350,000.00
#J-18808-Ljbffr
Exclusive Opportunity with a Fortune 100 Company for Financial Advisors Are you an accomplished financial advisor seeking a seamless transition to greater independence, while retaining access to the resources that drive success? We are offering an exclusive, confidential opportunity for top-tier advisors like yourself to join a dynamic platform designed for growth, flexibility, and long-term success. Market research consistently demonstrates that we provide the most competitive total compensation package in the industry. By combining
exceptionally attractive grid payouts
with
minimal fees , we ensure that you retain more of what you earn. Our financial advisors experience the best of both worlds—outstanding earnings potential paired with the freedom to grow and shape their own future. Our
Transitional Forgivable Loan Program
provides the financial support necessary for a smooth and stress-free transition. In addition, we offer: Seamless Transition Support : Our dedicated white-glove team ensures a smooth process, preserving the valued relationships you’ve cultivated with your clients. Future Flexibility : Retain full ownership of your book of business, with the ability to sell it on your terms when the time is right. Comprehensive Support : Leverage the strength of a 170-year legacy, with resources in office leasing, human resources, marketing, wealth management, and technology—tools that empower you to thrive. With six offices across Northern California, we invite you to learn more about who we are and how we can support your future. If this opportunity resonates with you, let’s schedule a call to explore whether our goals align. Details
Seniority level : Mid-Senior level Employment type : Full-time Job function : Finance and Management Benefits and additional information Medical insurance Vision insurance 401(k) Disability insurance Get notified when a new job is posted. Sample postings (illustrative roles and locations)
Strategic Financial Analyst, Marketing Finance — Mountain View, CA
$113,000.00-$162,000.00 Strategic Financial Analyst, Marketing Finance — San Francisco, CA
$85,000.00-$135,000.00 Asset & Wealth Management, Private Family Office Financial Planner, Associate — San Francisco San Francisco, CA
$90,000.00-$100,000.00 Private Wealth Advisor - New Business Development — San Francisco Bay Area
$150,000.00-$200,000.00 Principal - PJT Park Hill (Alternative Credit/Hedge Fund - Distribution) — San Francisco, CA
$300,000.00-$350,000.00
#J-18808-Ljbffr