Anyone know of good RIA firms looking to hire a remote CFP? Over 10 Years experience, previously advisor for high net worth clients at a small RIA (stepped back and took a planner role because of a long distance relocation and just having a baby) I’m with a BD now and really do not enjoy the environment. I dream of partnering with a good firm I could do their FP and slowly grow back my own book.

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Posting as :
works at
You are currently posting as works at

I could have an opportunity, send me a note.

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Reach out to me! We might be a fit. $15b RIA- fee only.

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I would be interested in discussing further. We have a network on 18 offices and growing, and might be a good fit.

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Can’t start a chat with you. If you’re able to PM me would like to learn more

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