Independent Advisor Jobs
Independent Advisor jobs are open across financial services, insurance, and wealth management, from entry-level associate to senior principal, with specializations in retirement planning, investment consulting, and client portfolio management. See the openings below and apply to the ones that match your experience.
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Showing 5 of 26+ Independent Advisor jobs
Location: Remote, working closely with our West Chester, PA office
About the Role
Wealthcare is hiring an Advisor Recruiter to grow our independent (1099) advisor channel. You will find, engage, and bring on established financial advisors who want the freedom of running their own practice with the backing of a strong firm.
This is a front-line, results-driven role. You will own your pipeline from first outreach through signed agreement and transition, and your earnings will grow directly with the advisors you bring on board.
We care more about drive, coachability, and work ethic than years on a résumé. If you are early in your career, competitive, and ready to build something, we want to talk to you.
What You'll Do
- Source and prospect financial advisors at RIAs, wirehouses, regional firms, banks, and other independent broker-dealers using LinkedIn, FINRA BrokerCheck, industry databases, referrals, and events.
- Run high-volume outreach by phone, email, and social media to start conversations and fill your pipeline.
- Conduct discovery calls to understand each advisor's book, client base, frustrations, and goals.
- Clearly explain our independent model, including payout, platform, technology, and support, and position why it fits each advisor.
- Coordinate visits to our West Chester, PA home office and meetings with leadership, operations, and transition teams.
- Guide advisors through the decision, paperwork, and onboarding handoff to ensure a smooth transition.
- Track all activity and pipeline stages in our CRM and report weekly on progress against recruiting goals.
- Build a referral network with current advisors, centers of influence, and industry partners.
What We're Looking For
Required
- 1 to 5 years of experience in advisor recruiting, financial services sales, business development, or another quota-driven role.
- A track record of hitting or beating activity and results targets.
- Strong phone presence and comfort making a high volume of outbound calls.
- Excellent listening, communication, and relationship-building skills.
- Self-motivated, organized, and able to manage a pipeline with minimal oversight.
- A college degree is not required. We hire for drive and ability.
Nice to Have
- Working knowledge of the independent broker-dealer and RIA landscape, including how advisor payouts and transitions work.
- Experience recruiting financial advisors or other licensed professionals.
- SIE, Series 7, or Series 66 license, or willingness to obtain one.
- Experience with Salesforce or a similar CRM.
Compensation
- Base salary: $100,000–$125,000, based on experience
- Incentive compensation: Unlimited upside based on your success, tied to advisors recruited and assets or revenue brought onto the platform. There is no cap on what top performers can earn.
- Benefits: Health, dental, vision, 401(k) match, PTO, and other benefits
We are happy to walk through the incentive plan in detail and share realistic earnings examples during the interview process.
Why Join Us
- Uncapped upside: A strong base plus unlimited incentive pay, so your success directly drives your income.
- Real ownership: You will run your own pipeline and see the direct impact of your work on the firm's growth.
- Growth path: Strong performers can move into senior recruiting, team leadership, or broader business development roles.
- A team that invests in you: Training on the independent model, mentorship from leadership, and the tools you need to win.
Pay: $100,000.00 - $125,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Retirement plan
- Vision insurance
Work Location: Hybrid remote in West Chester, PA 19380
Location: Remote, working closely with our West Chester, PA office
About the Role
Wealthcare is hiring an Advisor Recruiter to grow our independent (1099) advisor channel. You will find, engage, and bring on established financial advisors who want the freedom of running their own practice with the backing of a strong firm.
This is a front-line, results-driven role. You will own your pipeline from first outreach through signed agreement and transition, and your earnings will grow directly with the advisors you bring on board.
We care more about drive, coachability, and work ethic than years on a résumé. If you are early in your career, competitive, and ready to build something, we want to talk to you.
What You'll Do
- Source and prospect financial advisors at RIAs, wirehouses, regional firms, banks, and other independent broker-dealers using LinkedIn, FINRA BrokerCheck, industry databases, referrals, and events.
- Run high-volume outreach by phone, email, and social media to start conversations and fill your pipeline.
- Conduct discovery calls to understand each advisor's book, client base, frustrations, and goals.
- Clearly explain our independent model, including payout, platform, technology, and support, and position why it fits each advisor.
- Coordinate visits to our West Chester, PA home office and meetings with leadership, operations, and transition teams.
- Guide advisors through the decision, paperwork, and onboarding handoff to ensure a smooth transition.
- Track all activity and pipeline stages in our CRM and report weekly on progress against recruiting goals.
- Build a referral network with current advisors, centers of influence, and industry partners.
What We're Looking For
Required
- 1 to 5 years of experience in advisor recruiting, financial services sales, business development, or another quota-driven role.
- A track record of hitting or beating activity and results targets.
- Strong phone presence and comfort making a high volume of outbound calls.
- Excellent listening, communication, and relationship-building skills.
- Self-motivated, organized, and able to manage a pipeline with minimal oversight.
- A college degree is not required. We hire for drive and ability.
Nice to Have
- Working knowledge of the independent broker-dealer and RIA landscape, including how advisor payouts and transitions work.
- Experience recruiting financial advisors or other licensed professionals.
- SIE, Series 7, or Series 66 license, or willingness to obtain one.
- Experience with Salesforce or a similar CRM.
Compensation
- Base salary: $100,000–$125,000, based on experience
- Incentive compensation: Unlimited upside based on your success, tied to advisors recruited and assets or revenue brought onto the platform. There is no cap on what top performers can earn.
- Benefits: Health, dental, vision, 401(k) match, PTO, and other benefits
We are happy to walk through the incentive plan in detail and share realistic earnings examples during the interview process.
Why Join Us
- Uncapped upside: A strong base plus unlimited incentive pay, so your success directly drives your income.
- Real ownership: You will run your own pipeline and see the direct impact of your work on the firm's growth.
- Growth path: Strong performers can move into senior recruiting, team leadership, or broader business development roles.
- A team that invests in you: Training on the independent model, mentorship from leadership, and the tools you need to win.
Pay: $100,000.00 - $125,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Retirement plan
- Vision insurance
Work Location: Hybrid remote in West Chester, PA 19380
See All 26 Independent Advisor Jobs
Find roles that match your experience and apply in just a few clicks.
Find Independent Advisor JobsIndependent Advisor Job Market
Who's Hiring
- Wealthbridge Financial14
- Dimensional Fund Advisors3
- CARZIP1C
- JPMorganChase1
- LPL Financial1
What Employers Look For
The qualifications that appear most often in independent advisor jobs.
- Active Series 65, Series 66, or state investment adviser representative registration
- CFP, ChFC, or equivalent professional designation preferred or required
- Three or more years of direct client-facing financial advisory experience
- Demonstrated ability to build and maintain a client book independently
- Proficiency with CRM and financial planning software such as Salesforce or eMoney
- Bachelor's degree in finance, economics, business, or a related field
Tips for Your Independent Advisor Job Search
Quantify your client outcomes on resumes
Independent advisor hiring managers want to see client retention rates, assets under guidance, or portfolio performance improvements rather than vague descriptions of duties. Lead each bullet with what you delivered for clients, not just what you did day to day.
List your licenses and designations first
Certifications like CFP, ChFC, or Series 65 often act as hard filters before a recruiter reads anything else. Put your active licenses at the top of your resume, above your work history, so they're impossible to miss during a quick scan.
Apply early to roles that fit
Migrate Mate lists independent advisor openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target openings that match your niche client base
An advisor focused on small-business owners should target firms that explicitly serve that demographic rather than applying broadly. Niche alignment in your cover letter dramatically increases callback rates because hiring firms want advisors who already understand their clients' specific concerns.
Prepare a compliant book-of-business summary
Many interviews will ask you to describe your existing client relationships without disclosing confidential data. Prepare a concise summary that covers client demographic, typical account size range, and service model so you can answer confidently without running into compliance issues.
Negotiate your payout structure before accepting
Independent advisor compensation often combines a base draw with a trailing commission or fee-split, and the split percentages vary widely by firm. Ask explicitly how the grid changes at different production levels and whether you retain your book if you leave.
Independent Advisor Jobs: Frequently Asked Questions
Which companies are hiring the most independent advisors?
The companies hiring the most independent advisors right now include Wealthbridge Financial, Dimensional Fund Advisors, and CARZIP, with the largest share of openings in Arizona, Kentucky, and Texas, based on current listings on Migrate Mate as of November 2026. Demand tends to be strongest at regional broker-dealers, insurance-affiliated planning firms, and fee-only registered investment advisers.
How many independent advisor jobs are remote?
About 92% of independent advisor openings are fully remote or hybrid as of November 2026, reflecting the shift toward virtual client meetings that accelerated over the past few years. Remote arrangements are most common in fee-only planning and investment consulting roles where client relationships are managed digitally, while insurance-focused advisory positions more often require in-person presence.
How do you become an independent advisor?
Start by earning your state investment adviser representative registration or the Series 65 exam, which is the baseline license most independent advisory roles require. From there, pursue a CFP or ChFC designation to signal planning competence to employers and clients. Build early experience at an established firm before transitioning to a fully independent model, so you develop compliance knowledge and a client service foundation before carrying your own book.
Can you get hired as an independent advisor with little experience?
Yes, some firms hire candidates with limited direct advisory experience if you hold the required licenses and can demonstrate relevant financial knowledge through education or adjacent work. Entry points include associate advisor roles, client service associate positions at planning firms, and internships at registered investment advisers that often convert to full-time openings. Passing the Series 65 before you apply signals readiness even without years of history.
What does the independent advisor interview process look like?
Most firms run two to three rounds: an initial phone or video screen focused on your licensing status and practice philosophy, followed by a deeper conversation with a branch manager or lead advisor about how you build and retain client relationships. A final round often includes a business plan presentation where you outline how you would develop a client base, so prepare a concrete prospecting strategy rather than speaking in generalities.
Where can I find and apply to independent advisor jobs?
You can find and apply to independent advisor jobs on Migrate Mate, which lists current openings from across the United States in one place. Search for roles that match your licensing level, specialization, and preferred client demographic, then apply directly to each listing that fits your background.
See All 26 Independent Advisor Jobs
Find roles that match your experience and apply in just a few clicks.
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