Lead Advisor

LEAD ADVISOR

POSITION SUMMARY

Infinity Wealth Group (IWG) is seeking an experienced Lead Advisor with $50M$100M in portable AUM who is 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 and a structured path to real equity ownership.

COMPANY SUMMARY

Infinity Wealth Groups 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 designhigh 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.

WHY THIS OPPORTUNITY IS DIFFERENT

At Infinity Wealth Group we invest in advisors first because when advisors grow clients win. Youll gain:

• In-house tax strategists collaborating on every client relationship
• Dedicated client service support so you focus on advising not paperwork
• Structured 90-day execution plans for every client to drive retention and referrals
• Real equity ownership eligibility after Year 1
• Backing of the Ameriprise Financial platform ($1.2T AUM 125 years 95% advisor retention)

This is a team-based model designed for advisors who want to build long-term enterprise value not just collect a payout.

OBJECTIVES

• Transition and grow an existing portable book of $50M$100M AUM
• Develop and deepen client relationships through comprehensive wealth and tax strategies
• Collaborate with in-house tax strategists to deliver fully integrated financial solutions
• Execute structured 90-day client implementation plans
• 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 and ethical standard

IDEAL CANDIDATE PROFILE

• 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 community involvement
• Ability to attract and close $500K$1M client relationships (ideal wheelhouse $1M)
• Proven ability to generate new business (Lead Advisor target 17 new clients annually)
• Excited by integrated wealth tax planning model
• Aligned with core values: Accountability Collaboration Transparency Relentless Execution Discipline Growth Mindset
• Interested in leadership and legacy-building including potential participation in equity and advisor development programs

EDUCATION & EXPERIENCE

• 3 years of experience as a Financial Advisor
• $50M$100M portable AUM preferred
  • $20M with strong growth trajectory considered
  • Early-stage advisors ($3M with 2 years and production momentum) may be evaluated
• Clean compliance record (no U4 disclosures or regulatory actions)
• Series 7 license required
• Series 66 or equivalent (63 & 65) required
• Life & Health license required
• CFP CFA APMA or other advanced designations preferred but not required

COMPENSATION AND BENEFITS

• Fully uncapped performance-based compensation (no base salary)
• Estimated total OTE ranges from approximately $160K$496K annually (before plan bonuses) depending on portable AUM and production
• Additional upside through plan fee bonuses and referral incentives
• Relocation available for the right person
• Eligibility for real equity ownership after Year 1
• Benefits Include:
  • 401(k)
  • Health insurance
  • Paid Time Off