Remote Senior Wealth Advisor – RIA Firm

Gables Search Group; New York (NY); Remote; USD 150,000 - 1,000,000; Full time

Job summary

A leading investment advisory firm is seeking experienced Wealth Advisors for a fully remote position. This role involves managing and growing relationships with high-net-worth clients, providing financial planning and investment guidance, and collaborating with a dynamic team. The firm offers equity opportunities, performance-based bonuses, and a flexible work environment.

Benefits

Unlimited PTO

401(k) plan

Health coverage

Equity opportunities

Performance-based bonuses

Qualifications

• Proven success as a Financial Advisor or Wealth Manager.
• Ability to transition $25M+ in client assets.
• Experience with high-net-worth clients preferred.

Responsibilities

• Manage and grow relationships with high-net-worth clients.
• Provide comprehensive financial planning and investment guidance.
• Collaborate with a team using advanced financial technology.

Skills

Client relationship management

Financial planning

Investment guidance

Tax strategies

Estate planning

Job description

1 week ago Be among the first 25 applicants

Direct message the job poster from Gables Search Group

Founder of a Forbes Top 25 Recruiting Firm | 28 Years Executive Search | We bring Candidates and Companies together | Let me help you Find or Fill a…

Location: Remote – Open to candidates nationwide

Job Type: Full-time | Remote | Wealth Management

• Ability to transition $25M+ in client assets within your first year
  
  

A nationally expanding Registered Investment Advisory (RIA) firm is actively hiring experienced Wealth Advisors across key markets. This is a remote role with the tools, support, and flexibility to grow your business on your terms.

What You’ll Do

• Manage and grow client relationships with high-net-worth individuals and families
• Provide comprehensive financial planning and investment guidance
• Offer expertise in tax, estate, and retirement strategies
• Collaborate with a modern team using advanced financial technology
• Support client transitions from legacy brokerage or wirehouse firms
  
  

What You Bring

• Proven success as a Financial Advisor or Wealth Manager
• Ability to transition $25M+ in client assets within your first year
• Strong client relationship and planning skills
• Experience with HNW clients preferred
• Cannot be currently employed by Fidelity or Charles Schwab
  
  

Why Join This Firm

• Fully remote and flexible work environment
• National growth strategy with strong leadership backing
• Equity opportunities, performance-based bonuses, and top-tier benefits
• Unlimited PTO, 401(k), and health coverage
  
  

This firm is hiring 30 advisors over the next 12 months. All conversations are confidential. Apply now to explore the opportunity.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Human Resources Services and Financial Services

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