---
title: Remote Opportunity - Move Existing Book of Business + Grow with Assigned Clients
description: Independent firm is seeking a competent, experienced financial advisor to move their clients and take on a portion of the firm’s existing client base.
image: https://www.vantageimpact.com/hubfs/100%25%20Remote%20AZ%20Firm%20Opportunity.png
---

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 21 Oct | 100% Remote | [Team Opportunity](https://www.vantageimpact.com/firm-opportunities/tag/team-opportunity), [Existing Book of Business](https://www.vantageimpact.com/firm-opportunities/tag/existing-book-of-business)

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# Remote Opportunity - Move Existing Book of Business + Grow with Assigned Clients

![pexels-ken-tomita-389818](https://www.vantageimpact.com/hs-fs/hubfs/Opportunity%20Postings/pexels-ken-tomita-389818.jpg?width=600&height=400&name=pexels-ken-tomita-389818.jpg)

An independent firm out of Flagstaff, AZ, is seeking a competent, experienced financial advisor to join their growing team by moving their book of business and taking on a portion of the existing client base. The firm is associated with an independent broker-dealer and is part of the broker protocol agreement.

**What You Can Expect**

- 100% remote environment
- The security of W-2 employment, but with the freedom of a 1099 relationship
- Transition support - this firm can assist with your scheduling and client administrative needs to ensure a smoother transition of your practice
- You will have access to:  
    - Training and ongoing support
    - Our systems (including CRM) and processes
    - Marketing resources (website, brand, social media posts, YouTube marketing and other digital marketing)
    - Resources such as client education seminars
- Management of a mix of clients: 
    - 100% ownership of your current clients that you bring over
    - Additional clients assigned to you by the team, set up under a split payout rate
    - Future opportunities to be assigned new clients

![remote_az_firm_opportunity](https://www.vantageimpact.com/hs-fs/hubfs/Opportunity%20Postings/remote_az_firm_opportunity.png?width=800&height=258&name=remote_az_firm_opportunity.png)

**Who We are Looking for **

- An advisor who will serve clients in the way that works best for them 
- An advisor who can use online tools proficiently 
- The ideal advisor is looking to grow their practice under a team practice structure, without sacrificing the freedom you need to create customized solutions for your clients.

[Reach out to Vantage Impact](https://www.vantageimpact.com/contact) if you are interested or would like to learn more about opportunities across the country.

[Download Opportunity PDF](https://www.vantageimpact.com/hubfs/Opportunity%20Postings/Vantage%20Impact%20Team%20Opportunity%20-%20100%25%20Remote%20Oct%202022.pdf)

[ Find a New Firm ](https://www.vantageimpact.com/find-a-new-firm)

## Grow with a properly designed financial advisory model

 Create a business that’s profitable, impactful, and life giving.

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Minneapolis, MN + Tampa, FL

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