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Kestra Financial Independent AdvisorFinancial Services

Independent Financial Advisor - MEI Financial Group

Readingonsite

Posted 1mo ago · via Workable

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About this role

Independent Financial Advisor — succession opportunity Full-time book of business transition, 4–6 year timeline About the opportunity: We are a well-established independent financial advisor practice looking for a motivated, seasoned advisor to join our team with a clear path to owning and operating our existing book of business. This is a rare opportunity for the right person to step into a thriving practice, build meaningful client relationships, and take full ownership over a structured 4–6 year transition period. If you're an experienced advisor who is entrepreneurial at heart, values long-term client relationships, and is ready to build something of your own — this role was designed for you.…

Read the full description on Kestra Financial Independent Advisor's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

We compare your skills against the role requirements.

2

Level fit

We check your title trajectory against the seniority signal of the role.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Reading. We weight your proximity and willingness to relocate.

Score yourself on this role.
Free · no card · written explanation included
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