Remote Investment Advisor — Grow Your Book on Platform

Exemplar Companies Inc.; Boston (MA); Hybrid; USD 120,000 - 170,000; Full time

Job summary

Exemplar Wealth Advisors is seeking an experienced Investment Advisor Representative (IAR) with an established book of business to join a growing RIA platform. This remote US opportunity offers a fiduciary, client-first practice within a fully integrated technology and professional services platform.

Ideal candidates have a proven track record of managing client portfolios, growing AUM, and building long-term relationships with HNW/UHNW clients.

Qualifications

• Established investment or wealth advisor with an existing book of business.
• Demonstrated experience managing client relationships and investment portfolios.
• Series 65 required or ability to satisfy applicable registration requirements.
• Proven ability to retain clients and grow assets under management.
• Strong investment, communication, and relationship-management skills.
• Entrepreneurial mindset and ability to operate independently.
• Commitment to a fiduciary, client-first approach.
• Alignment with Exemplar’s values and culture.

Responsibilities

• Serve as an Investment Advisor Representative (IAR) of Exemplar Wealth Advisors.
• Bring and continue to manage an existing book of business and client relationships.
• Grow assets under management and develop new client relationships.
• Provide investment management, portfolio construction, asset allocation, and comprehensive wealth planning.
• Identify additional opportunities to serve existing clients through Exemplar’s integrated professional services platform.
• Build relationships with HNW/UHNW individuals, families, entrepreneurs, executives, and business owners.
• Collaborate with Exemplar professionals across wealth management, tax, legal, insurance, capital markets, and business advisory.
• Utilize Exemplar’s technology and platform to enhance client service, efficiency, and business growth.
• Participate in networking, referrals, and business development activities.
• Maintain compliance with applicable regulations and firm policies.

Skills

Investment advisory

Client relationship management

Entrepreneurial mindset

Independent work

Fiduciary focus

Education

CFP designation

Tools

Series 65

Job description

Exemplar Wealth Advisors | Exemplar Companies

Location: Remote – United States

Employment Type: Full-Time / 1099 Independent

About Exemplar Wealth Advisors

Exemplar Wealth Advisors is part of Exemplar Companies, a multidisciplinary professional services platform bringing together wealth management, tax, legal, insurance, capital markets, business advisory, and strategic consulting.

Our integrated approach allows advisors to provide clients with coordinated solutions across investments, tax strategy, estate planning, risk management, business advisory, and alternative investments.

The Opportunity

Exemplar Wealth Advisors is seeking an experienced Investment Advisor Representative (IAR) with an established book of business to join our growing RIA platform.

This opportunity is specifically designed for advisors who have already built a successful client practice and are looking for a better affiliation model, greater flexibility, and the ability to leverage a fully integrated technology and professional services platform.

Rather than simply managing investments, our advisors have the opportunity to deepen existing client relationships and monetize additional services by connecting clients with Exemplar’s broader capabilities in tax, legal, estate planning, insurance, business advisory, capital, and alternative investments.

Key Responsibilities

• Serve as an Investment Advisor Representative (IAR) of Exemplar Wealth Advisors.
• Bring and continue to manage an existing book of business and client relationships.
• Grow assets under management and develop new client relationships.
• Provide investment management, portfolio construction, asset allocation, and comprehensive wealth planning.
• Identify additional opportunities to serve existing clients through Exemplar’s integrated professional services platform.
• Build relationships with HNW/UHNW individuals, families, entrepreneurs, executives, and business owners.
• Collaborate with Exemplar professionals across wealth management, tax, legal, insurance, capital markets, and business advisory.
• Utilize Exemplar’s technology and platform to enhance client service, efficiency, and business growth.
• Participate in networking, referrals, and business development activities.
• Maintain compliance with applicable regulations and firm policies.

Qualifications

• Established investment or wealth advisor with an existing book of business.
• Demonstrated experience managing client relationships and investment portfolios.
• Series 65 required or ability to satisfy applicable registration requirements.
• Proven ability to retain clients and grow assets under management.
• Strong investment, communication, and relationship-management skills.
• Entrepreneurial mindset and ability to operate independently.
• Commitment to a fiduciary, client-first approach.
• Alignment with Exemplar’s values and culture.

Preferred Qualifications

• CFP® designation.
• Experience serving HNW/UHNW clients.
• Significant AUM.
• Experience with alternative investments/private markets.
• Experience with entrepreneurs, business owners, executives, or complex families.
• Existing professional referral network.
• Experience operating within an RIA or independent advisory model.

Why Exemplar?

Bring your book. Grow your practice. Serve your clients more completely.

• Existing Book of Business: Continue serving the clients and relationships you have already built.
• Expand Client Revenue: Introduce additional services and solutions to existing clients through Exemplar’s broader platform.
• Integrated Platform: Access coordinated expertise across investments, tax, legal, estate planning, insurance, business advisory, capital markets, and alternatives.
• Technology: Benefit from a fully integrated technology platform designed to support your practice and client experience.
• Entrepreneurial Model: Operate with the flexibility and autonomy of a 1099 affiliation.
• Collaborative Resources: Work alongside professionals who can help address the increasingly complex needs of your clients.
• Competitive Economics: Competitive advisor payout structure designed for experienced advisors.
  

Who We're Looking For

We are looking for an advisor who has already built a successful practice and wants to take it to the next level.

You have strong client relationships, an established book of business, and the entrepreneurial drive to continue growing. You also recognize that today’s affluent clients need more than investment management alone—and you want the resources and professional expertise to provide a truly comprehensive advisory experience.

If you’re looking for a better way to serve your existing clients while creating additional opportunities to grow your practice and revenue, Exemplar Wealth Advisors may be the right fit.

Bring your relationships. Bring your expertise. Bring your book. We’ll provide the platform to help you build what’s next.