THE “Goldilocks” Opportunity for An Early-Career Financial Advisor

Are you looking for a career move that combines the security of a stable income with the freedom to grow your own practice?

A Jackson, MS wealth management practice is offering a unique Goldilocks Opportunity for an experienced financial advisor. As a Servicing Advisor, you’ll provide amazing service and expertise to a portfolio of existing clients and receive an immediate and reliable income stream. At the same time, you’ll have the tools, resources, and support needed to build and grow your own book of business at your own pace, without the pressure of starting from scratch.

This role is perfect for advisors who value balance—offering the best of both worlds: a steady base of clients to serve, plus the independence and growth potential of running your own practice. Our firm is committed to helping you succeed with access to advanced technology, marketing support, mentorship, and a collaborative team culture. If you’re ready to take your career to the next level with the perfect mix of stability and opportunity, this is the role for you.

Requirements:

• A dedication to cash-flow based planning philosophies and experience using eMoney

• Current Series 7, 63/65 and insurance licenses

• Prior experience as a servicing or producing financial advisor, perhaps at a bank, brokerage or RIA firm

• Ability to bring existing clients to the practice with a minimum of $15 MM in AUM (these clients would be “owned” by you fully after the transition)