Benefits:

Path to Partnership

Private Clubs / Offices

Executive Coaching

COI Partners

Marketing Platform

Benefits/Perks

Advanced Technology & AI Tools: CRM, planning, investment management, analysis, marketing automation, and note-taking platforms.

Marketing & Lead Generation Support: Strategic partnerships and referral network of 150+ professionals.

Independence & Flexibility: Build your ideal practice without asset minimums.

Collaborative Network: Work with experts across planning, investments, insurance, and business services.

Regional Growth Opportunities: Support in emerging and established hubs across the U.S.

Job Summary

Proxy Financial helps advisors deliver comprehensive, personalized wealth strategies to clients of all backgrounds. Our advisors serve high-net-worth individuals, families, and institutions, providing expertise across:

Financial and estate planning

Investment management and private funds

Insurance and business solutions

Philanthropic and legacy planning

Advisors at Proxy are supported by an experienced leadership team, cutting-edge technology platforms, and a culture rooted in integrity, innovation, and collaboration.

Responsibilities As an experienced advisor or planner, you will:

Build and deepen long-term client relationships using “The Proxy Way” — a holistic, client-first model.

Deliver tailored advice across financial, investment, and estate planning disciplines.

Collaborate with regional directors and partner teams to deliver comprehensive client outcomes.

Leverage Proxy’s integrated platform and resources to scale your practice efficiently.

Qualifications We seek driven, ethical advisors who are serious about growth and client impact.

Minimum Requirements

$250K+ trailing-12 production for two consecutive years (any mix of AUM, insurance, or fee-based business).

Series 65 and Life & Health licenses required (Series 7 or CFP preferred).

3–5+ years of experience in financial advising or planning.

Proven ability to independently conduct data-gathering, planning, and client onboarding.

Strong communication and relationship management skills.

Ideal Profile

$75M–$200M AUM (some cases up to $250M).

Collaborative and self-aware—knows when to engage specialists.

Growth mindset with a commitment to long-term client success.

Proxy Regional Focus

We are actively building and expanding in key markets, including: CA (East Bay, Los Angeles, Orange County, San Diego) | AZ (Phoenix) | TX (Dallas, San Antonio) | FL (Orlando, Miami, Pensacola) | NY (New York) Upcoming regional priorities: Hawaii and Seattle.

This is a remote position.