Financial Advisor

Financial Advisor — Established Book Required ($40M+ AUM) This opportunity is intended for established Financial Advisors only. To be considered, you must have: (1) a minimum of $40 million in current, transferable client assets under management, (2) a clean U4 with no disclosures or compliance issues, and (3) demonstrated ability to retain and grow client relationships. Candidates without a transferable book of this size will not be considered. WHO WE ARE Procyon is a vibrant and growing wealth management platform comprised of a Registered Investment Advisor (RIA), Benefits, Tax and Risk practices. As a wealth management firm, we currently have 2,500 clients and are entrusted with nearly $10 Billion in client wealth. Procyon’s mission is to deliver deep expertise through a collaborative approach, empowering clients to focus on what is most important to them. This carries over into every area of the firm. Ideal candidates will reflect our firm’s personality traits, which are: Passionate – We show up with energy a genuine expert in financial planning, investments, and wealth strategy. Proven ability to source, cultivate, and convert prospects into long-term clients. Exceptional interpersonal, written, and verbal communication skills, with the ability to explain complex topics simply and persuasively. Strong organizational skills and the ability to manage multiple priorities in a fast-paced environment. High personal character and integrity, with a clean compliance record. Team player with a strong work ethic, self-motivation, and a genuine desire to grow your practice. Optional: While not a requirement, familiarity with our tech stack is a plus. Custodians — Charles Schwab and Fidelity CRM — Salesforce Performance Reporting — Black Diamond Financial Planning — eMoney, MoneyGuidePro, FP Alpha JOB DESCRIPTION This position will be working under the direct supervision of Procyon’s Chief Revenue Officer, Harry Kirkpatrick. The Financial Advisor will lead in the following ways: Business Development