Detroit Metropolitan Area
About the Company
Pathworks Financial partners with relationship-first advisors who are ready for better infrastructure, real support, and a team behind them — so they can focus on what matters most: their clients. Independent advisors weren't designed to run a full back-office solo. The model was never sustainable at scale, and most people who try it long enough eventually feel the strain. That's the problem Pathworks was built to solve. Not with a franchise model, not with a production quota, and not by absorbing your practice into something that doesn't fit. With a genuine partnership — one built around what you actually need. Please feel free to visit our website for more details and information. https://www.pathworksadvisors.com/
About the Role
If you are a relationship-first advisor managing $40–80M in AUM and find yourself taking hours for compliance, leaving the office each day with a list of business operation tasks that never seems to end, and your portfolio management is squeezed into the evening hours, then I would love to discuss why an opportunity with Pathworks Financial may be the perfect fit for you.