Experienced Financial Advisor (Fee-Based / AUM Focus)
Fee-Based Financial Planner / Wealth Advisor (Confidential) - Miami/Dade, FL
Job Type: Full-time
Work Model: In-office / hybrid (based on fit)
Compensation: Competitive and customized (based on AUM, planning fees, production, and experience)
Confidential Search: Yes - client name shared after initial alignment call
Overview
True Axis Recruiting is partnering with a confidential, well-established wealth management platform in the Alpharetta/North Atlanta market to identify a planning-first, fee-based Financial Planner / Wealth Advisor who wants to scale a practice, grow recurring revenue, and build enterprise value with a longer-term path toward succession planning and an eventual transition/sale.
This opportunity is designed for advisors who want to spend more time advising and less time on admin-supported by real infrastructure that helps you grow.
What Makes This Opportunity Different
You'll be supported by a full "advisor support stack," including:
- Lead Generation & Growth Support
- Online lead generation programs
- Seminar/webinar and event support
- Niche market programs and business development resources designed to help fill the pipeline Full Back-Office / Service & Case Support
- Dedicated back-office resources to reduce paperwork and streamline workflows
- Support with new business processing and ongoing servicing so you can stay client-facing Deep Planning Bench
- Planning and case design support to help you deliver more planning work efficiently
- Access to specialists to support implementation and complex client needs Practice Management & Business Owner Support
- Book reviews/audits and growth strategy support
- Support for building repeatable processes that improve durability and practice value
- Succession planning and business valuation guidance (where applicable) Multiple Revenue Streams
- Ability to broaden client solutions beyond AUM alone and build diversified, resilient revenue Transition Support (if applicable)
- Structured onboarding and client transition support for a smooth experience Key Responsibilities
- Deliver goals-based financial planning and ongoing wealth management
- Build and deepen relationships through consistent review cadence and proactive planning
- Grow AUM and recurring revenue through referrals, COIs, events, and supported lead channels
- Collaborate with internal resources to streamline onboarding, planning execution, and client service
- Identify appropriate solutions aligned to client needs and long-term outcomes
- Maintain licensing, compliance, and documentation standards Qualifications
- 3+ years of experience as a producing advisor/planner (more senior welcome)
- Strong fee-based / planning-first approach (mixed books welcome; AUM orientation preferred)
- Proven relationship management and client retention skills
- Track record of growth (new assets, planning fees, referrals, COIs, or supported lead strategies)
- Licenses preferred: Series 65 or 7/66 (CFP a plus; not required)
- High integrity, client-first mindset, and desire to build long-term practice value Helpful Context We'll Discuss (Confidential)
- To confirm fit, we'll cover a few high-level items early:
- Approximate AUM and fee-based % of your book
- Current T12 (ballpark) and recurring vs transactional mix
- Client profile and any concentration (top households as % of AUM/revenue)
- Growth goals and what support would move the needle most (leads, ops, planning, succession) How to Apply (Confidential)
- Apply with your resume or LinkedIn profile. For fastest consideration, include:
- Your location (Alpharetta/North Atlanta or willingness to be based there)
- Ballpark AUM and fee-based %
- Ballpark T12
All inquiries are handled confidentially. We will not contact your current firm.
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