Your Turn-Key Path to Independence:
An Opportunity for Experienced Financial Advisors

Are you ready to take control of your career and embrace true independence—without the headaches of building from scratch? Our Jackson, MS wealth management practice offers an exceptional opportunity for experienced financial advisors with $40–100MM+ in AUM who want to transition to independence with ease and confidence.

This role is perfect for advisors coming from bank wealth management divisions or traditional firms like Merrill Lynch, UBS, or Edward Jones, who are ready to make the move but want the support of a turn-key solution. With significantly higher payouts, shared office space, and administrative resources, you’ll enjoy the freedom to run your practice while benefiting from the tools, infrastructure, and a collaborative team.

Why Choose This Opportunity?

• Turn-Key Independence: We provide the operational and administrative support you need, from office space to client service resources, so you can focus on serving your clients.

• Significantly Higher Payouts: Keep more of what you earn while enjoying the benefits of independence.

• A Collaborative Environment: Be part of a professional team that offers guidance and camaraderie without compromising your autonomy.

• Advanced Tools and Technology: Access state-of-the-art financial planning software and resources to better serve your clients.

This is an ideal opportunity for advisors who have built a successful career within the constraints of a large organization and now want independence without going it alone.

Requirements:

• A minimum of $40–100MM+ in AUM to transition to your independent practice

• Current Series 7, 63/65, and insurance licenses

• Experience serving clients with a comprehensive, cash-flow-based financial planning approach, ideally with tools like eMoney

• This opportunity will require you to use the firm’s brand name