Are you an experienced Financial Advisor looking for your next chapter? At Harrison Gray Search, we specialize in connecting high-caliber wealth management talent with premier firms across the country.

Currently, we are representing a diverse portfolio of clients—ranging from boutique RIAs and established Broker-Dealers to disruptive WealthTech firms—who are looking for seasoned professionals to join their ranks.

Whether you are seeking a traditional partnership, an innovative tech-forward platform, or a firm that prioritizes advisor autonomy, we have the network to find your perfect fit.

Key Highlights

The firms we represent offer various structures designed to empower advisors:

• True Ownership: Many of our partner firms offer the opportunity to fully own your book of business, providing long-term security and enterprise value.
• Compelling Incentives: Competitive payout grids, sign-on bonuses, and equity participation for those looking for a stake in the firm’s growth.
• Flexibility: We have openings that are fully remote, hybrid, or location-specific depending on your preference and the firm’s footprint.

What We Are Looking For

While each firm has its own unique culture, our successful candidates typically meet the following criteria:

• Proven Track Record: Extensive experience in wealth management, financial planning, or investment advisory services.
• Transferable Book of Business: A demonstrated ability to transition a significant portion of your existing client base is usually required.
• Client-Centric Ethos: A commitment to fiduciary standards and providing bespoke financial solutions.
• Credentials: Preference is given to those holding professional designations (CFP®, CFA®, or ChFC®) and relevant FINRA licenses (Series 7, 63, 65/66).

Why Work With Harrison Gray Search?

We don’t just "fill jobs." We act as your strategic consultant. We understand that moving your practice is a massive decision. We provide:

• Confidentiality: Your search is handled with the highest level of discretion.
• Market Insight: Deep knowledge of which firms are offering the best tech, culture, and compensation in the current landscape.
• Direct Access: We put your resume directly in front of decision-makers, bypassing the "black hole" of standard application portals.

Ready to explore your options? Apply today to start a confidential conversation with our recruitment team.