The Role
The Wealth Advisor role involves providing financial planning and investment advisory guidance, managing client relationships, and collaborating with teams to develop client strategies based on their financial needs and compliance standards.
Summary Generated by Built In
We partner with a curated network of RIAs, Independent Broker Dealers, Wirehouses, Regional Firms, Multi Family Offices, Trust Companies and Boutique Wealth Firms across the United States.
Our clients rely on us to identify Financial Advisors who fit their culture, planning philosophy and long-term client strategy.
We do not represent just one firm. We represent options. When you work with us, you are not applying to a single role. You are entering a vetted ecosystem of firms where we facilitate introductions and secure interviews.
Our clients rely on us to identify Financial Advisors who fit their culture, planning philosophy and long-term client strategy.
We do not represent just one firm. We represent options. When you work with us, you are not applying to a single role. You are entering a vetted ecosystem of firms where we facilitate introductions and secure interviews.
Whether you want stronger payout, better platform support, succession planning, more autonomy or a planning-driven environment, we help you identify the best fit for your goals.
The OpportunityWe are seeking experienced Financial Advisors who want to explore new opportunities without navigating the market alone. This role is ideal for advisors who want:
- A choice between multiple firm types
- A confidential and efficient way to explore opportunities
- Access to firms that do not publicly advertise openings
- A fast-tracked interview process with decision makers
- Guidance on compensation structures, transitions and platform differences
We support roles ranging from early career Financial Advisor to Senior Wealth Advisor, Private Wealth Director, RIA Lead Planner and Personal Trust Advisor.
Key Responsibilities
Responsibilities
Responsibilities vary based on the firm and model selected. Common responsibilities include:
- Providing financial planning, investment advisory guidance and portfolio recommendations
- Managing client relationships, onboarding and ongoing service
- Building and maintaining a book of business within fee-based, advisory or hybrid models
- Collaborating with internal planning, investment and trust teams
- Developing new client relationships through referrals, COIs and inbound leads
- Meeting and upholding compliance and fiduciary standards
- Supporting or leading planning engagements with the firm’s planning tools and software
- Coordinating investment strategies with in-house or external investment teams
We place advisors in full-service environments with strong marketing support as well as entrepreneurial platforms that offer greater autonomy and higher payout options.
Skills, Knowledge and Expertise
What We Are Looking For
Ideal candidates often bring the following background:
- Two to thirty or more years of advisory or wealth management experience
- Licenses such as Series 7, Series 65 or 66, CFP or CFA depending on the firm
- Transferable AUM preferred, although we also support non transferable advisors in trust and service roles
- Experience with planning, client management and long-term advisory relationships
- A preference for fee-only, fee-based, hybrid, W2 or 1099 models depending on the firm
- A client focused and planning focused mindset
If you are not certain which firm type is the best fit, we will walk you through the differences.
Benefits
Why Work With Us
This is more than a single job posting. It is access to a full range of advisory opportunities.
By working with Stone Hendricks Group you receive:
- Multiple active opportunities through one confidential conversation
- Direct introductions and scheduled interviews with hiring managers
- Tools to evaluate payout grids, equity opportunities, platforms and compensation structures
- Support during compliance reviews and transition steps
- Guidance for advisors with transferable books, non transferable books and planning or trust backgrounds
Most advisors we work with secure several interviews within the first one to two weeks of engaging with us.
CompensationCompensation varies depending on the firm and the model selected:
- Fee-only RIAs often offer salary, bonus or salary plus AUM-based compensation
- Independent firms typically offer higher payout options and 1099 opportunities
- Wirehouses and private wealth groups offer salary, grid-based compensation and incentives
- Trust and personal client groups offer salary-driven models with a strong planning and service focus
We match opportunities based on your experience, income goals and long-term career vision.
How to Get StartedIf you are open to a confidential conversation to explore the firms that best align with your background, apply today.
A member of our recruiting team will reach out, review your experience and connect you with the firms that best match your goals.
About
Stone Hendricks Group is a direct-hire search firm that brings together years of experience and a diverse range of talent to connect businesses with exceptional job candidates. With a focus on timely and effective recruitment, we understand the power of a well-formed employee base in helping businesses achieve their goals. We offer our services to businesses of all sizes, providing qualified candidates for blue- and grey-collar roles, as well as white-collar and executive positions. The success of our direct-hire search process is driven by our advanced training, proprietary technology, and extensive network across industries. At Stone Hendricks Group, we value integrity and prioritize connectedness, commitment, and candor in our interactions with both employers and job seekers. Our clients consider us trusted advisors, relying on the highly personalized service we provide and our ability to find candidates that are an ideal fit for their unique needs. Choose Stone Hendricks Group for unsurpassed direct-hire search services that match successful organizations with talented job candidates.
Skills Required
- Two to thirty or more years of advisory or wealth management experience
- Licenses such as Series 7, Series 65 or 66, CFP or CFA
- Experience with planning, client management and long-term advisory relationships
- A client focused and planning focused mindset
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The Company
What We Do
The Misch Group is a premier executive search and staffing agency dedicated to connecting world-class organizations with high-caliber talent, and also operates as an independent, full-service international brokerage firm covering all lines of insurance.
