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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 Group’s 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 design—high 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. You’ll 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

• Compensation: Grid Income + Incentive + Bonus (no base salary — grid replaces it and pays significantly more)
• Grid Income: You keep a percentage of the revenue you manage. Bigger book = higher percentage. Ranges from 29%–50% depending on book size. Additional +5% boost available.
• Incentive (uncapped): Up to 20% of your grid income on top, paid quarterly. Beat your targets, earn more. No cap.
• Bonus (uncapped): Earn 50–100% of every financial plan fee you deliver. No cap.
• Equity (real ownership): Buy-in eligible after Year 1. Three tiers up to full partnership. Plus phantom equity that grows as the company grows.
• Effective Payout: 35–48%+ of GDC depending on book size and performance — before plan bonuses. The more you grow, the more you keep.
• Net Comp: All overhead, staff, technology, compliance, and marketing is covered. You keep what you earn.
• Relocation available for the right person
• Eligibility for real equity ownership after Year 1
• Benefits Include:
  • 401(k)
  • Health insurance
  • Paid Time Off