Vice President of Wealth Management

The KXN is conducting a confidential search on behalf of a highly respected, independent RIA firm seeking to add an experienced Vice President, Wealth Advisor to its growing team.

This opportunity is ideal for an established advisor who is ready to scale their practice but feels constrained by limited bandwidth, insufficient operational support, or inconsistent lead flow. The firm provides a steady stream of warm referrals through trusted custodial partners such as Schwab and Fidelity, along with robust internal support teams—allowing advisors to focus on what they do best: advising clients and growing relationships!

• Serve as the lead advisor for a select group of HNW and UHNW clients
• Develop and deliver comprehensive financial plans, including estate, tax, retirement, and generational wealth strategies
• Build deep, long-term client relationships through ongoing advice and proactive planning
• Collaborate closely with in-house investment, planning, operations, and client service teams to deliver a seamless client experience
• Leverage the firm’s established referral networks and marketing channels to engage qualified prospects—no cold prospecting required
• Transition and grow your existing book of business within a client-first, growth-oriented firm

• 7+ years of experience in a lead advisory and financial planning role
• Active Series 65 or 66 (or equivalent)
• A portable book of business
• Proven ability to manage client relationships and deliver holistic financial advice
  
  Plug-and-play advisor who can integrate quickly into a collaborative environment
• Entrepreneurial mindset with a team-first approach and long-term growth focus

• Warm Leads Only: Established referral relationships with Schwab, Fidelity, and internal marketing support
• W-2 Compensation + Payouts: Base salary, competitive revenue sharing, 401(k) match, and full benefits
• Operational Scale: Dedicated internal teams manage operations and client service so you can focus on advising
• Growth & Ownership Opportunities: Revenue sharing, succession planning, and leadership pathways
• Flexible Work Environment: Hybrid or remote options available, with a genuine commitment to work-life balance

This is a confidential search. If you’re open to learning more, whether actively exploring or simply curious, we’d welcome a brief introductory conversation. Please submit your updated resume to be considered.