Fully Remote - Senior Wealth Advisor

Seeking a Senior Wealth Advisor for a noncustodial RIA platform recognized as one of the best in the industry. With a proven track record of helping advisors succeed.

Benefits of Senior Wealth Advisor:

• Fully Remote
• 200-250k
• Sign on bonus
• Turnkey Operations: Full operational support, including compliance, technology, marketing, and business development coaching.
• Business Development: Personalized coaching and strategic guidance to help you scale your practice.
• Dedicated Marketing Support: Access to a marketing stipend for seminars, digital ads, and more to drive business growth.
• Tech Stack: Access to top-tier platforms like Salesforce, Orion, eMoney, Fidelity, and Schwab.
• Compliance Backing: Full regulatory support to ensure your business stays compliant.

• Expertise in wealth management, investment management, and financial planning.
• Proven track record of generating revenue and growing client relationships.
• Advisors with $50M-$300M AUM who want to launch their own brokerage or existing RIAs seeking operational support and growth.
• 5-10+ years of experience in financial services.
• CFP preferred; Series 7, 66 (or 63), and 65 licenses required.