Employment Opportunities
Join Ivory Wealth Management
We are a growing independent firm looking for advisors who value integrity, client service, and long term relationships. If you are exploring your next step, we would welcome a confidential conversation.
What We Offer
Strong economics, independence, and a culture built on doing the right thing.
- True independenceFlexibility and ownership over how you run your practice.
- Competitive payoutsPayouts up to 80 percent based on role and structure.
- Character mattersIntegrity and accountability matter more than the size of your book.
- Long term partnershipBuild with a firm that values durable relationships over time.
- Transition supportA dedicated team to support your transition with a thoughtful, compliant approach.
Who We Are Looking For
Advisors who take pride in service, relationships, and professionalism.
- Client first mindsetAdvice driven and relationship focused.
- High characterIntegrity, humility, and accountability.
- Clear communicationExplains decisions in a way clients understand.
- Compliance awarenessOperates thoughtfully in a regulated environment.
- Collaborative approachWorks well with a team while owning outcomes.
FAQs
A few common questions. For the full library, visit our Firm FAQs .
Is the size of my book required?
No. We speak with advisors at different stages. We focus on character, service quality, and alignment.
Is this conversation confidential?
Yes. Conversations are handled discreetly and professionally.
Do you support a transition process?
Yes. A dedicated team supports your transition with a thoughtful, compliant approach focused on clients and continuity.
Can we discuss compensation?
Yes. Details vary by experience, licensing, and role. We can walk through options privately.
What should I include in my message?
Name, preferred contact info, licenses, and a brief note about your practice and goals.
Do you meet virtually?
Yes. Meetings can be virtual or in person depending on what is most convenient.
Do you work with teams?
Yes. We are open to individual advisors and teams. We can discuss fit and structure confidentially.
What licenses are expected?
It depends on the role. We can discuss licensing, experience, and responsibilities privately.
Is there an interview process?
We typically start with a conversation, then talk through fit, role, and next steps based on alignment.
Recruitment Series
A short series on independence, transitions, and what we are building.
- Why Ivory: What We're Building and Who We're Looking For
- What It's Actually Like on the Other Side of the Wirehouse Wall
- Go Solo or Join an Established Firm? The Independent Advisor's First Big Decision
- I Managed a Morgan Stanley Branch for Seven Years. Here's Why I Left.
- The Upfront Check Is a Trap: The Transition Math They Don't Want You to Run
Schedule a Confidential Conversation
Reach out to our President and Founder Charles Crilly.