Remote Senior Wealth Advisor – RIA Firm

Gables Search Group; Philadelphia (Philadelphia County); Remote; USD 80,000 - 130,000; Full time

Job summary

A nationally expanding Registered Investment Advisory firm is hiring experienced Wealth Advisors for a fully remote position. You'll manage high-net-worth client relationships, provide investment guidance, and leverage a modern team with top-tier benefits. Join a firm with a national growth strategy and enjoy a flexible work environment with equity opportunities.

Benefits

Unlimited PTO

401(k)

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 individuals.
• Provide comprehensive financial planning and investment guidance.
• Support client transitions from legacy firms.

Skills

Client relationship management

Investment guidance

Financial planning

Tax strategies expertise

Estate and retirement strategies

Job description

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

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