Who We Are

Priano Solutions is a search firm committed to placing only the best Financial Advisors in the top Wealth Management firms.

What We’re Looking For

Top Financial Advisors to connect with growing RIA’s, with or without a portable book, that want to continue to grow their career or are looking for a retirement/succession plan. This individual is a key player in the firms we represent, and must come with an entrepreneurial spirit who wants to leverage some guidance, tools, and resources, but ultimately wants to lead their clients. After a certain period of time, there is usually an ownership/equity opportunity for you at the firms we represent.

What You’ll Do

Client Relationship Management: Develop and maintain strong, trusting relationships with clients. Conduct in-depth consultations to understand clients' financial goals, risk tolerance, and overall financial situation
Financial Planning: Provide expert financial advice and create comprehensive financial plans, including retirement planning, tax optimization, estate planning, and investment strategies. Continuously monitor and adjust plans based on clients’ circumstances and market conditions
Investment Management: Collaborate with portfolio managers to ensure optimal asset allocation and investment strategies. Manage and advise clients on their investment portfolios
Client Communication: Regularly communicate with clients to provide updates on their financial plans and investments
Data Management: Review, interpret, and summarize client data for input into planning software. Maintain and update client information, including held-away assets
Annual Reviews: Conduct annual reviews with clients to assess their financial plans, add additional assets, and ensure alignment with their goals
Collaboration: Work closely with the leadership team and other professionals to support client needs and firm objectives. Participate in team projects and contribute to firm-wide initiatives
Client Experience: Strive to deliver a “WOW” experience for clients through exceptional service and proactive engagement
Professional Development: Engage in ongoing self-improvement and stay updated with industry trends. Pursue relevant professional development opportunities
Marketing and Business Development: Develop local centers of influence, engage in key marketing initiatives, and represent the firm at client-focused events

You Will Have

A spirit of integrity with high levels of emotional intelligence
5+ years of experience in the financial services industry, preferably with financial planning planning
Bachelor’s or Master’s degree in Finance, Economics,Business, or a related field
Experience in financial planning software and tools.
Strong analytical & problem solving skills with the ability to conduct thorough financial analyses and develop tailored strategies
Excellent written and verbal communication skills, with the ability to explain complex financial concepts in a clear and concise manner
A commitment to putting clients' interests first, adhering to fiduciary standards, and providing exceptional client service
Ability to work effectively with team members and other professionals, demonstrating leadership and a collaborative approach

Bonus Points For These

FINRA Series 7 & 66 (or 63 & 65)
CFP® or equivalent
5+ Years in the financial services industry
Life & Health License
Experience with high-net-worth (HNW) or ultra-high-net-worth UHNW) clients

Financial / Wealth Advisor (General Int...