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AI Summary
Build and maintain long-term client relationships using a holistic, client-first model. Deliver tailored advice across financial, investment, and estate planning disciplines while leveraging integrated platforms to scale the practice.
Benefits:
- Path to Partnership
- Private Clubs / Offices
- Executive Coaching
- COI Partners
- Marketing Platform
Benefits/Perks
- Advanced Technology & AI Tools: CRM, planning, investment management, analysis, marketing automation, and note-taking platforms.
- Marketing & Lead Generation Support: Strategic partnerships and referral network of 150+ professionals.
- Independence & Flexibility: Build your ideal practice without asset minimums.
- Collaborative Network: Work with experts across planning, investments, insurance, and business services.
- Regional Growth Opportunities: Support in emerging and established hubs across the U.S.
Job Summary
Proxy Financial helps advisors deliver comprehensive, personalized wealth strategies to clients of all backgrounds. Our advisors serve high-net-worth individuals, families, and institutions, providing expertise across:
- Financial and estate planning
- Investment management and private funds
- Insurance and business solutions
- Philanthropic and legacy planning
Advisors at Proxy are supported by an experienced leadership team, cutting-edge technology platforms, and a culture rooted in integrity, innovation, and collaboration.
Responsibilities
As an experienced advisor or planner, you will:
As an experienced advisor or planner, you will:
- Build and deepen long-term client relationships using “The Proxy Way” — a holistic, client-first model.
- Deliver tailored advice across financial, investment, and estate planning disciplines.
- Collaborate with regional directors and partner teams to deliver comprehensive client outcomes.
- Leverage Proxy’s integrated platform and resources to scale your practice efficiently.
Qualifications
We seek driven, ethical advisors who are serious about growth and client impact.
Minimum Requirements
We seek driven, ethical advisors who are serious about growth and client impact.
Minimum Requirements
- $250K+ trailing-12 production for two consecutive years (any mix of AUM, insurance, or fee-based business).
- Series 65 and Life & Health licenses required (Series 7 or CFP preferred).
- 3–5+ years of experience in financial advising or planning.
- Proven ability to independently conduct data-gathering, planning, and client onboarding.
- Strong communication and relationship management skills.
Ideal Profile
- $75M–$200M AUM (some cases up to $250M).
- Collaborative and self-aware—knows when to engage specialists.
- Growth mindset with a commitment to long-term client success.
Proxy Regional Focus
We are actively building and expanding in key markets, including:
CA (East Bay, Los Angeles, Orange County, San Diego) | AZ (Phoenix) | TX (Dallas, San Antonio) | FL (Orlando, Miami, Pensacola) | NY (New York)
Upcoming regional priorities: Hawaii and Seattle.
CA (East Bay, Los Angeles, Orange County, San Diego) | AZ (Phoenix) | TX (Dallas, San Antonio) | FL (Orlando, Miami, Pensacola) | NY (New York)
Upcoming regional priorities: Hawaii and Seattle.
This is a remote position.
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