Remote CFP Wealth Advisor for Long-Term Planning

Archer; Miami (FL); Remote; USD 90,000 - 140,000; Full time

Benefits offered by this job

Performance bonus

Partnership Plan

Merit-based salary increases

Job summary

Archer, collaborating with Vanguard, seeks Certified Financial Advisors in a remote Florida role to deliver tailored financial planning and investment guidance. You will build long-term client relationships, help investors plan for goals, and apply tax-efficient strategies with a focus on wealth preservation.

The position supports a growing retail advisory team, with opportunities to advance to Senior Advisor and participate in bonus programs and partnership plans.

Qualifications

• CFP designation is required.
• Series 7/63/66 licenses (or ability to acquire within 3 months).
• 3 years (Financial Advisor) or 5 years (Senior Financial Advisor) of advisory experience.
• Experience managing a book of business with client satisfaction and loyalty.
• Knowledge of trust and estate planning and investment strategies.

Responsibilities

• Establish, grow, and maintain long-term client relationships.
• Partner with investors to plan for financial goals.
• Provide disciplined investment approaches, tax management, and financial planning support.
• Develop personalized investment strategies and deliver planning guidance for key moments.

Skills

Relationship building

Communication

Financial planning

Education

Certified Financial Planner® designation

Series 7/63/66 licenses

Job description

Archer, collaborating with Vanguard, seeks Certified Financial Advisors in a remote Florida role to deliver tailored financial planning and investment guidance. You will build long-term client relationships, help investors plan for goals, and apply tax-efficient strategies with a focus on wealth preservation.

The position supports a growing retail advisory team, with opportunities to advance to Senior Advisor and participate in bonus programs and partnership plans.