Independent Financial Advisor
Kestra Financial
Independent Financial Advisor
Kestra Financial
Independent RIA and broker/dealer services platform
Kestra Financial Independent Advisor · Reading, United States · Full-time · Posted 2026-08-25
Workplace: on_site
Department: Financial Services
Independent Financial Advisor — succession opportunity
Full-time book of business transition, 4–6 year timeline
About the opportunity:
We are a well-established independent financial advisor practice looking for a motivated, seasoned advisor to join our team with a clear path to owning and operating our existing book of business. This is a rare opportunity for the right person to step into a thriving practice, build meaningful client relationships, and take full ownership over a structured 4–6 year transition period.
If you're an experienced advisor who is entrepreneurial at heart, values long-term client relationships, and is ready to build something of your own — this role was designed for you.
What you'll do
· Manage and grow an existing client portfolio, providing comprehensive financial planning and investment advice
· Work closely with the current advisors through a structured knowledge and client transition process
· Develop and execute personalized financial strategies aligned with each client's goals and risk tolerance
· Build trust with existing clients and expand the practice through referrals and networking
· Maintain full compliance with regulatory requirements and industry best practices
What we're looking for:
· Minimum 5 years of experience as a licensed financial advisor
· Demonstrated track record of client retention, growth, and relationship management
· Strong self-motivation and the drive to work independently with minimal oversight
· Genuine interest in eventually owning and operating an independent financial practice
· Excellent communication and interpersonal skills — you build trust naturally
· Current and in good standing with all applicable licensing requirements
Nice to have:
· CFP® (Certified Financial Planner) designation — strongly preferred and considered a significant asset
· Experience with financial planning software and CRM platforms
· Existing professional network or demonstrated ability to source new client
What's we offer:
· A clearly defined succession plan with full ownership transition over 4–6 years
· Competitive compensation structure tied to book performance and growth
· Mentorship and knowledge transfer from seasoned advisors committed to your success
· Flexibility and autonomy in how you manage and grow your practice
Ready to take the next step?
If you're an experienced, self-driven advisor looking for more than just another job — this is your chance to build something lasting. Send your resume and a brief cover letter outlining your experience and your vision for your practice to [email protected]. We look forward to a confidential conversation.
Apply at Kestra Financial Independent Advisor
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Independent RIA and broker/dealer services platform
Kestra Financial provides independent wealth-management platforms and back-office services for RIAs and broker/dealers. It combines wealth-management services with technology and practice-enrichment tools to help advisors grow, offering product suites such as Kestra Private Wealth Services, Kestra Investment Services, Kestra Advisory Services, and Kestra Institutional Services, along with platforms like Fusion and Partners Financial/Benefits Partners. It differentiates itself through a long track record of independence, a broad multi-platform ecosystem, and integrated back-office support rather than just selling products. Its goal is to empower independent advisors to grow their practice and deliver personalized client service through transparent, integrated technology and support.
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