Lead Advisor

LEAD ADVISOR

Infinity Wealth Group | St. Louis, MO

A Private Wealth Advisory Practice of Ameriprise Financial Services, LLC

POSITION SUMMARY

Infinity Wealth Group (IWG) is seeking an experienced Lead Advisor with a proven book of business and a builder mentality — someone 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, structured development, and a clear path to real equity ownership starting in Year 1.

ABOUT INFINITY WEALTH GROUP

IWG’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.

Understanding the IWG Structure:

• The Platform: Ameriprise Financial — $1.2T AUM, 130 years of history, institutional-grade technology, compliance infrastructure, and national credibility.
• The Practice: Infinity Wealth Group — Kyle Segelle’s independently built team, culture, equity path, and in-house tax integration model. You’re joining Kyle’s practice, not a corporation.
• What You’re Joining: Both. The resources and credibility of a major institution with the agility, ownership opportunity, and entrepreneurial culture of a boutique firm.

WHY THIS OPPORTUNITY IS DIFFERENT

At IWG, we invest in advisors first — because when advisors grow, clients win. Most practices offer a payout and a desk. We offer a platform, a team, and a path to ownership. Here is what sets this apart:

• In-House Tax Integration: In-house tax integration is what sets this apart. Our tax strategists collaborate directly on every client relationship. You’ll close business other advisors can’t because you’re solving the whole problem — not just the investment piece.
• Dedicated Client Service Team: You focus on advising. We handle the paperwork, follow-up, and execution. Your time goes where it creates the most value.
• Structured 90-Day Execution Plans: Every client gets a structured 90-day implementation plan with clear steps and accountability. Your clients won’t just have a plan — they’ll actually use it. That’s how you become the advisor nobody leaves.
• Real Equity Ownership: Not phantom equity. Not a promise. A structured path to real ownership starting after Year 1, with three tiers designed for where you are and where you want to go.
• Seamless Transition Support: Dedicated onsite specialists handle accounts, paperwork, and client communication when you make the move. Advisors who have transitioned have retained 95%+ of their clients.
• Ameriprise Platform Backing: Institutional-grade technology, compliance, and the credibility of a $1.2T firm — without the corporate bureaucracy.

KEY RESPONSIBILITIES

• Transition and grow an existing portable book of business with a target of $50M–$100M+ AUM
• Develop and deepen client relationships through comprehensive, integrated wealth and tax strategies
• Collaborate with in-house tax strategists to deliver fully integrated financial solutions
• Execute structured 90-day client implementation plans to drive retention and referrals
• 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 with all regulatory and ethical standards

IDEAL CANDIDATE PROFILE

• Direct access to and mentorship from Kyle Segelle, MBA, CFP®, APMA® — founder, Private Wealth Advisor, and architect of the IWG model
• 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 active community involvement
• Ability to attract and close $500K–$1M+ client relationships (ideal wheelhouse $1M+)
• Strong business development instincts with a track record of growing a client base organically
• Excited by the integrated wealth + tax planning model
• Aligned with IWG core values: Accountability, Collaboration, Transparency, Relentless Execution, Discipline, Growth Mindset
• Interested in leadership and legacy-building, including equity participation and advisor development programs

EDUCATION & EXPERIENCE

• Experience: 3+ years as a Financial Advisor
• Portable AUM: $50M–$100M+ preferred | $20M+ with strong growth trajectory considered | Early-stage advisors ($3M+ with 2+ years and production momentum) may be evaluated
• Compliance: Clean U4 record — no disclosures or regulatory actions (non-negotiable)
• Licenses Required: Series 7 | Series 66 or equivalent (63 & 65) | Life & Health
• Designations: CFP®, CFA, APMA®, or other advanced designations preferred but not required

COMPENSATION & BENEFITS

IWG offers a fully uncapped, performance-based compensation structure with three layers of earning potential:

• Grid Income: Percentage of GDC based on AUM tier and client sourcing. Higher AUM = higher payout. Additional grid boost available based on ROA.
• Incentive: 10–20% of prior year grid income, earned by hitting team standards across 4 growth metrics on a 5-point scale.
• Plan Bonuses: 50–100% of plan fees on net new plans above minimums. Referral and COI bonuses on top. No cap. Ever.
• OTE Range: Approximately $160K–$496K+ annually before plan bonuses, depending on portable AUM and production. Beat your targets and it goes higher.
• Equity: Real ownership buy-in eligibility after Year 1. Three structured tiers — from dividends-only to full partner with voting rights. Not phantom equity.
• Transition Support: Dedicated transition team provided. Relocation available for the right candidate.
• Additional benefits include 401(k), health insurance, and paid time off.

Kyle Segelle, MBA, CFP®, APMA® | Private Wealth Advisor & Founder

314-446-0439 | [email protected]

Infinity Wealth Group | St. Louis, MO