Remote Wealth Advisor: High Growth with 400 Warm Leads/yr

Madison Partners; United States; Remote; USD 100,000 - 300,000; Full time

Benefits offered by this job

Competitive W-2 compensation

Warm leads provided

Comprehensive benefits package

Professional development opportunities

Job summary

A growing wealth management firm in the United States seeks an experienced Wealth Management Advisor to enhance client relationships and deliver personalized financial advice. This role offers a modern work environment and stability with competitive compensation ranging from $100,000 to $300,000 based on your performance and existing client base. The ideal candidate will have a proactive mindset, professional licenses, and a clean compliance record. You will have access to marketing and operational support with a focus on technology-driven solutions.

Qualifications

• Experience as a Financial Advisor or Wealth Advisor (RIA experience ideal).
• Active licenses required for your state and CFP.
• Strong planning and communication skills required.

Responsibilities

• Meet with clients to understand goals and financial needs.
• Build tailored financial plans covering various areas.
• Present clear recommendations to clients.
• Manage ongoing client relationships.
• Stay organized using planning and CRM tools.
• Work with internal teams for support.

Skills

Experience as a Financial Advisor or Wealth Advisor

Strong planning and communication skills

Comfortable presenting advice

Growth mindset

Clean compliance record

Education

Active licenses for state and CFP

CFP, CFA, or similar credential

Job description

A growing wealth management firm in the United States seeks an experienced Wealth Management Advisor to enhance client relationships and deliver personalized financial advice. This role offers a modern work environment and stability with competitive compensation ranging from $100,000 to $300,000 based on your performance and existing client base. The ideal candidate will have a proactive mindset, professional licenses, and a clean compliance record. You will have access to marketing and operational support with a focus on technology-driven solutions.