Our client helps advisors deliver comprehensive, personalized wealth strategies to clients of all backgrounds. 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

Advisors are supported by an experienced leadership team, cutting-edge technology platforms, and a culture rooted in integrity, innovation, and collaboration.

Responsibilities

As an experienced advisor or planner, you will:

• Build and deepen long-term client relationships using a holistic, client-first model.
• Deliver tailored advice across financial, investment, and estate planning disciplines.
• Collaborate with regional directors and partner teams to deliver comprehensive client outcomes.
• Leverage Proxy’s integrated platform and resources to scale your practice efficiently.

Benefits/Perks

• 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.
• 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

Qualifications

Minimum Requirements

• $250K+ trailing-12 production for two consecutive years (any mix of AUM, insurance, or fee-based business).
• Series 65 and Life & Health licenses required (minimum).
• 3+ 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

• $30M–$75M AUM (as an experienced advisor).
• 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).