Top 39093 Advisor solution strategy Jobs

Lead Advisor
Infinity Wealth Group —Chesterfield, MO
- $160,000 - $496,000 a year
- Full-time
- Office
- Business development experience
- Mentoring
- Health insurance
- 401(k)
Quick Apply
Service Advisor - North Central Florida Group - Tallahassee, FL
Thrivent —Tallahassee, FL
- $35,000 - $50,000 a year
- Research
- Mid-level
- Organizational skills
Quick Apply
Wealth Advisor
Brophy Wealth Management, LLC —Bedford, NH
- $90,000 - $120,000 a year
- Full-time
- Background check
- Mid-level
- Bachelor's degree
- Profit sharing
- Disability insurance
Quick Apply
Estate Planning Attorney (2–5 Years Experience) [HE182]
Hiring & Empowering Solutions —Spokane, WA
- From $100,000 a year
- Hybrid work
- Mid-level
- Organizational skills
- 2 years
- Paid time off
Quick Apply
7d
Wealth Management Advisor II
Sunflower Bank NA —Los Angeles, CA
- $106,200 - $157,200 a year
- Online Application
- 7 years
- Mid-level
- Office
- Paid holidays
- Dental insurance
Quick Apply
Sr. Systems Development Engineer , Secure Connection Services (SCS), Tactical Edge Mission Engineering Group (TEMEG)
Amazon Development Center U.S., Inc. —Herndon, VA
- $151,200 - $204,600 a year
- Full-time
- Analysis skills
- Senior level
- Communication skills
- AD&D insurance
- Health insurance
2d
Financial Advisor, Canton Area, OH
NEST Capital —New Philadelphia, OH
- Email
- Background check
- CPA
- 5 years
- Health insurance
- Dental insurance
Quick Apply
Pharmacist - Part-Time - Long Term Care
Guardian Pharmacy of Kentucky —Lexington, KY
- $120,000 - $140,000 a year
- Part-time
- Customer service
- Mid-level
- Bachelor's degree
- Health savings account
- AD&D insurance
Quick Apply
Wealth Manager
YTS Wealth Management, LLC —Export, PA
- $90,000 - $150,000 a year
- Weekends as needed
- Background check
- 5 years
- Pass drug screening
- Travel reimbursement
- Paid holidays
Quick Apply
Certified Financial Planner
Linden Thomas & Co —Charlotte, NC
- Full-time
- Data analysis skills
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Annuity Hybrid Wholesaler
Annexus Group —Scottsdale, AZ
- Full-time
- Mid-level
- Bachelor's degree
- Travel
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Foguth Financial Group —Naples, FL
- $100,000 - $500,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Paid training
- Professional development assistance
Quick Apply
EH&S Manager
Infiltrator Water Technologies —Sutherlin, OR
- Full-time
- Microsoft Excel
- Physical & Rehabilitation Medicine
- 3 years
- Paid parental leave
- Health savings account
Manager - Electrical Engineering
Ghafari —Dearborn, MI
- Full-time
- 7 years
- Office
- Master's degree
Financial Advisor- Independent practice builder
Lifeline Solutions —South Jordan, UT
- $20,000 - $200,000 a year
- Full-time
- Mid-level
- 3 years
- In-person
- Health insurance
- Dental insurance
Quick Apply
Tax Manager
SD Associates PC —Elkins Park, PA
- $120,000 - $160,000 a year
- Full-time
- Hybrid work
- CPA
- Research
- Office
- Disability insurance
- Health insurance
Quick Apply
Tax Manager
Dimeta Smith CPA, LLC —Murfreesboro, TN
- From $110,000 a year
- Full-time
- Hybrid work
- Google Workspace
- CPA
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Director of Client Relations [Financial Services / Wealth Management]
Globe Wealth Management —Concord, NH
- $80,000 - $90,000 a year
- 8 hour shift
- Background check
- 5 years
- Office
- Health insurance
- Paid time off
Quick Apply
Manager of Financial Advisors
Secure Financial Group —Troy, MI
- $82,480.07 - $150,000.00 a year
- Full-time
- Background check
- 5 years
- Mentoring
Quick Apply
Wealth Planner
Sunflower Bank NA —Irvine, CA
- $78,000 - $113,000 a year
- Online Application
- CPA
- Mid-level
- Office
- Paid holidays
- Dental insurance
Quick Apply

I want to receive the latest job alert for advisor solution strategy

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

advisor solution strategy jobs near

Lead Advisor

Infinity Wealth Group
Chesterfield, MO

Quick Apply

Job Details

Full-time
$160,000 - $496,000 a year

Benefits

Health insurance
401(k)
Paid time off

Qualifications

Wealth management
Teamwork
Series 7
Business development experience
Financial services
Life & Health Insurance License
Experience practicing in the securities industry

Full Job Description

LEAD ADVISOR

Infinity Wealth Group | St. Louis, MO

A Private Wealth Advisory Practice of Ameriprise Financial Services, LLC

POSITION SUMMARY

Infinity Wealth Group (IWG) is seeking an experienced Lead Advisor with a proven book of business and a builder mentality — someone ready to grow beyond a solo-advisor model and build something bigger. This is not a lateral move. It is a long-term partnership opportunity with a team that integrates wealth management and in-house tax strategy under one roof.

The Lead Advisor will focus on advising, relationship growth, and business development while leveraging a dedicated client service and tax team for execution and support. This role offers uncapped income potential, structured development, and a clear path to real equity ownership starting in Year 1.

ABOUT INFINITY WEALTH GROUP

IWG’s mission is to take action today that builds security for tomorrow — serving as a trusted partner for individuals and businesses actively engaged in building their financial future. We operate with accountability, transparency, and disciplined execution, focusing on outcomes that truly move the needle for our clients.

Our culture is elite by design. High performance and cultural fit are equally non-negotiable. Through collaboration and a growth mindset, we continuously develop our people while raising the standard of excellence for our clients and the firm.

Understanding the IWG Structure:

The Platform: Ameriprise Financial — $1.2T AUM, 130 years of history, institutional-grade technology, compliance infrastructure, and national credibility.
The Practice: Infinity Wealth Group — Kyle Segelle’s independently built team, culture, equity path, and in-house tax integration model. You’re joining Kyle’s practice, not a corporation.
What You’re Joining: Both. The resources and credibility of a major institution with the agility, ownership opportunity, and entrepreneurial culture of a boutique firm.

WHY THIS OPPORTUNITY IS DIFFERENT

At IWG, we invest in advisors first — because when advisors grow, clients win. Most practices offer a payout and a desk. We offer a platform, a team, and a path to ownership. Here is what sets this apart:

In-House Tax Integration: In-house tax integration is what sets this apart. Our tax strategists collaborate directly on every client relationship. You’ll close business other advisors can’t because you’re solving the whole problem — not just the investment piece.
Dedicated Client Service Team: You focus on advising. We handle the paperwork, follow-up, and execution. Your time goes where it creates the most value.
Structured 90-Day Execution Plans: Every client gets a structured 90-day implementation plan with clear steps and accountability. Your clients won’t just have a plan — they’ll actually use it. That’s how you become the advisor nobody leaves.
Real Equity Ownership: Not phantom equity. Not a promise. A structured path to real ownership starting after Year 1, with three tiers designed for where you are and where you want to go.
Seamless Transition Support: Dedicated onsite specialists handle accounts, paperwork, and client communication when you make the move. Advisors who have transitioned have retained 95%+ of their clients.
Ameriprise Platform Backing: Institutional-grade technology, compliance, and the credibility of a $1.2T firm — without the corporate bureaucracy.

KEY RESPONSIBILITIES

Transition and grow an existing portable book of business with a target of $50M–$100M+ AUM
Develop and deepen client relationships through comprehensive, integrated wealth and tax strategies
Collaborate with in-house tax strategists to deliver fully integrated financial solutions
Execute structured 90-day client implementation plans to drive retention and referrals
Generate new business through referrals, centers of influence, and community engagement
Participate in coaching, development, and structured training programs
Contribute to team growth, mentorship, and firm-building initiatives
Maintain full compliance with all regulatory and ethical standards

IDEAL CANDIDATE PROFILE

Direct access to and mentorship from Kyle Segelle, MBA, CFP®, APMA® — founder, Private Wealth Advisor, and architect of the IWG model
Builder mentality with a desire to grow beyond a solo-advisor model
$50M–$100M+ portable AUM preferred; strong growth trajectory considered
Competitive, disciplined, and self-motivated with a high-performance standard
Coachable and receptive to structured feedback and development
Team-oriented; values collaboration over operating independently
Growth mindset — focused on long-term enterprise value, not short-term payout
Strong natural network and active community involvement
Ability to attract and close $500K–$1M+ client relationships (ideal wheelhouse $1M+)
Strong business development instincts with a track record of growing a client base organically
Excited by the integrated wealth + tax planning model
Aligned with IWG core values: Accountability, Collaboration, Transparency, Relentless Execution, Discipline, Growth Mindset
Interested in leadership and legacy-building, including equity participation and advisor development programs

EDUCATION & EXPERIENCE

Experience: 3+ years as a Financial Advisor
Portable AUM: $50M–$100M+ preferred | $20M+ with strong growth trajectory considered | Early-stage advisors ($3M+ with 2+ years and production momentum) may be evaluated
Compliance: Clean U4 record — no disclosures or regulatory actions (non-negotiable)
Licenses Required: Series 7 | Series 66 or equivalent (63 & 65) | Life & Health
Designations: CFP®, CFA, APMA®, or other advanced designations preferred but not required

COMPENSATION & BENEFITS

IWG offers a fully uncapped, performance-based compensation structure with three layers of earning potential:

Grid Income: Percentage of GDC based on AUM tier and client sourcing. Higher AUM = higher payout. Additional grid boost available based on ROA.
Incentive: 10–20% of prior year grid income, earned by hitting team standards across 4 growth metrics on a 5-point scale.
Plan Bonuses: 50–100% of plan fees on net new plans above minimums. Referral and COI bonuses on top. No cap. Ever.
OTE Range: Approximately $160K–$496K+ annually before plan bonuses, depending on portable AUM and production. Beat your targets and it goes higher.
Equity: Real ownership buy-in eligibility after Year 1. Three structured tiers — from dividends-only to full partner with voting rights. Not phantom equity.
Transition Support: Dedicated transition team provided. Relocation available for the right candidate.
Additional benefits include 401(k), health insurance, and paid time off.

Kyle Segelle, MBA, CFP®, APMA® | Private Wealth Advisor & Founder

314-446-0439 | [email protected]

Infinity Wealth Group | St. Louis, MO

Pay: $160,000.00 - $496,000.00 per year

Benefits:

401(k)
Health insurance
Paid time off

Experience:

Financial Advisor: 3 years (Required)

License/Certification:

Life & Health Insurance License (Required)
Series 7 (Required)
Series 66 or equivalent (63 & 65) (Required)

Work Location: In person

Quick Apply

Refine Your Search

advisor solution strategy jobs

Lead Advisor

Service Advisor - North Central Florida Group - Tallahassee, FL

Wealth Advisor

Estate Planning Attorney (2–5 Years Experience) [HE182]

Wealth Management Advisor II

Sr. Systems Development Engineer , Secure Connection Services (SCS), Tactical Edge Mission Engineering Group (TEMEG)

Financial Advisor, Canton Area, OH

Pharmacist - Part-Time - Long Term Care

Wealth Manager

Certified Financial Planner

Annuity Hybrid Wholesaler

Financial Advisor

EH&S Manager

Manager - Electrical Engineering

Financial Advisor- Independent practice builder

Tax Manager

Tax Manager

Director of Client Relations [Financial Services / Wealth Management]

Manager of Financial Advisors

Wealth Planner

I want to receive the latest job alert for advisor solution strategy

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected