Senior Financial Advisor
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AI Summary
The Senior Financial Advisor serves as a strategic leader providing sophisticated financial, estate, and investment planning for high-net-worth individuals and institutions. They are responsible for scaling their practice using the company's integrated platform and collaborating with regional directors to deliver comprehensive client outcomes.
Benefits:
- Path to Partnership
- Private Clubs and Offices
- Executive Coaching
- COI Partnership Network
- Marketing Platform
- Flexible schedule
- Opportunity for advancement
Benefits/Perks
- Proxy Path to Partnership: Our leadership team is looking for those who want to partner with us long-term and fulfill the company vision.
- 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.
- Marketing Budget: Tied to production levels
- 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.
- Eligible for Recruit Bonus
- Outbound Support
- Referral Budget
Job Summary
The Senior Wealth Advisor role is designed for experienced professionals who have demonstrated success in developing client relationships, delivering advanced planning strategies, and leading complex financial conversations.
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
Sr. Advisors at Proxy are supported by Proxy Partnerships and COI Network, cutting-edge technology platforms, and a culture rooted in integrity, innovation, and collaboration.
Responsibilities
As an experienced advisor or planner, you will:
- Senior Advisors at Proxy Financial are expected to embody “The Proxy Way” by combining technical expertise, leadership, and a deeply personalized client experience.
- Senior Advisors serve as both strategic planners and trusted relationship leaders, helping guide high-net-worth individuals, families, business owners, and institutions through sophisticated financial decisions.
- Collaborate with regional directors and partner teams to deliver comprehensive client outcomes.
- Leverage Proxy’s integrated platform and resources to scale your practice efficiently.
- Strong leadership, communication, and presentation abilities.
- Advanced knowledge of investments, retirement planning, estate planning concepts, and risk management strategies.
- Experience working with high-net-worth individuals, business owners, or multi-generational families preferred.
Qualifications
Minimum Requirements
Minimum Requirements
- $500K - $1M+ 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®, CPA, CFA, ChFC®, or similar advanced designations strongly preferred.
- 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).
- Entrepreneurial, used to running a team and looking to scale operations.
- Collaborative and self-aware—knows when to engage specialists.
- Growth mindset with a motivated 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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