About this opportunity
Lead Advisor / Executive Advisor, Boise, Idaho
A fast-growing, founder-led national RIA platform is expanding in Boise and is hiring wealth advisors who already have a book of business. Radium Search is running the search exclusively on the firm's behalf.
About the firm
The firm partners with founder-led wealth management firms so they can scale without losing their culture or client experience. It has offices across the U.S., oversees billions of dollars in client assets and is among the fastest-growing firms in its industry.
The role
There are two levels.
- Lead Advisor: owns client relationships after onboarding, independently reviews and presents financial plans and investment recommendations, and solves complex planning, estate, tax and retirement questions. Also monitors inbound leads, coaches junior advisors and sits on the investment committee.
- Executive Advisor: works with the top 20% most profitable and complex clients, leads introductory meetings with new and prospective clients, and spends 80%+ of their time on business development. Also develops Lead and Associate Advisors, oversees day-to-day compliance for the team and sits on the investment management committee.
What you bring
- CFP® designation
- Bachelor's degree, typically in finance, economics, business or a related field
- 5+ years' industry experience for Lead Advisor; 10+ years for Executive Advisor
- An existing, transferable book of business. This is a book-driven model, not a lead-only role
- A background at an independent broker-dealer and ready to move to the RIA model, or running a one- or two-person RIA and wanting a national platform behind you
- Based in or near Boise, within about 30 miles
What the firm offers
- Salary-based compensation, with no office expense burden
- A transition package for advisors bringing a book, with payout based on the size and quality of that book
- Equity as part of overall compensation
- Your existing assistants and support staff can transfer with you
- Legal support for moving your book of business
- A strong inbound lead pipeline from an in-house organic growth team, and high-quality support staff
- A national platform covering investment management, tax, estate and insurance planning, and retirement plan services
- 100% company-paid employee-only health, dental and vision coverage
- 4% 401(k) match, 100% vested immediately
- Continuing education support
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About the employer
Radium Search
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