Financial Advisor (Remote)

Club Level Consulting - Financial Advisor Recruiters and Consultants; United States; Remote; USD 125,000 - 1,500,000; Full time

Job summary

A leading financial advisory firm is seeking experienced Financial Advisors to join their team. This role offers full equity ownership, competitive compensation, and the flexibility to work remotely. Advisors will benefit from a strong support system, allowing them to focus on client relationships without administrative burdens. Ideal candidates will have significant advisory assets and a commitment to ethical practices.

Benefits

100% company-paid health, dental, and vision insurance

Unlimited PTO

401(k) with 4% match and immediate vesting

100% company-paid ST/LT disability

Qualifications

• Experienced advisor with greater than $25 million in portable advisory AUM.
• Desire to work in a fee-only advisory environment.
• Demonstrate highest ethical and professional behavior.

Responsibilities

• Manage client relationships and provide financial advice.
• Utilize a robust content marketing strategy for client acquisition.
• Work remotely with full support for practice management.

Skills

Client Management

Collaboration

Ethical Behavior

Education

FINRA Series 65 or 66 license

Job description

1 week ago Be among the first 25 applicants

Club Level Consulting - Financial Advisor Recruiters and Consultants provided pay range

This range is provided by Club Level Consulting - Financial Advisor Recruiters and Consultants. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$125,000.00/yr - $1,500,000.00/yr

Direct message the job poster from Club Level Consulting - Financial Advisor Recruiters and Consultants

Consultant and Guide to Top Financial Advisors and RIAs | Advisor Transition Specialist | President, Club Level Consulting | [phone]

We represent a fast-growing, boutique Registered Investment Advisor (RIA) that is purposely built for advisors who wish to have a $1 million+ advisory practice and take off 100 days per year. Their business model is fee-only, offering Virtual Family Office services to successful and busy professionals and their families. Working 100% remotely, you don't have to trade financial success to live the life you want.

• Full equity ownership of your business with no restrictive covenants on your clients
• Salary: Commensurate with current income during ramp-up period (no stepping backward)
• Compensation: 50% < $500k and 75% > $500k of annual revenue
• No administrative burden. Full support for your practice that includes support staff, back office, marketing, compliance, licensing, and registration, plus a dedicated transition team
• No prospecting!! Our firm utilizes a robust content marketing strategy that will put 4-6 qualified appointments on your calendar each month
• State-of-the-art technology platform including RightCapital, Wealthbox, Holistiplan, Black Diamond, Nitrogen, and more
• Exceptional client value proposition, including integrated tax and personal legal services for your clients
• Ability to work remotely from virtually anywhere
• Commitment to your Success - Mentoring/coaching to get you to a $1 Million producer level

Advisor Qualifications:

• You are an experienced advisor with greater than $25 million in portable advisory AUM
• Have an active FINRA Series 65 or 66 license
• Desire to work in a fee-only advisory environment (residual brokerage can be accommodated)
• Enjoy working in a collaborative, collegial environment
• Demonstrate the highest ethical and professional behavior, adhering to industry regulations and compliance standards.

Company Benefits:

• 100% company-paid health, dental and vision insurance
• 100% company-paid ST/LT disability
• 401(k) with 4% match and immediate vesting
• Unlimited PTO
• Enjoy an "Ultra" lifestyle practice with complete flexibility, no sales targets, and the freedom to enjoy your life
• W-2 and 1099 options/affiliations are available

We are an EQUAL OPPORTUNITY EMPLOYER.

Apply today, and we look forward to learning more about you.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Business Development, Consulting, and Sales

Referrals increase your chances of interviewing at Club Level Consulting - Financial Advisor Recruiters and Consultants by 2x

Inferred from the description for this job

Medical insurance

401(k)

Vision insurance

Disability insurance

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