Remote Senior Wealth Advisor – RIA Firm

Gables Search Group; Phoenix (AZ); Remote; USD 80,000 - 150,000; Full time

Job summary

A leading Registered Investment Advisory firm is seeking experienced Wealth Advisors to join their expanding remote team. In this role, you'll manage client relationships with high-net-worth individuals, providing tailored financial planning and investment strategies. Enjoy a flexible work environment with equity opportunities, performance bonuses, and comprehensive benefits, as you leverage advanced financial technology to grow your practice.

Benefits

Unlimited PTO

401(k)

Health coverage

Performance-based bonuses

Equity opportunities

Qualifications

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

Responsibilities

• Manage and grow client relationships with high-net-worth individuals.
• Provide comprehensive financial planning and investment guidance.
• Support client transitions from legacy brokerage firms.

Skills

Client relationship management

Financial planning

Investment guidance

Tax strategy

Estate planning

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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