Remote Wealth Design Advisor

Waystone Advisors; Seattle (WA); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Full medical and dental benefits

Unlimited vacation after 90‑day period

12 paid holidays

SIMPLE IRA with 2% company match

Career advancement opportunities

Mostly remote with occasional travel

Job summary

Waystone Advisors is recruiting a Wealth Design Advisor to help high-earning clients achieve financial independence through non-traditional investment strategies. This fully remote role includes building personalized plans, presenting results, and guiding clients from first meeting to active status.

You will collaborate with Senior Advisors to tailor strategies, deliver clear summaries, and maintain meticulous CRM records while expanding the client base and advancing toward senior advisory

Qualifications

• Bachelor’s degree is required.
• Active Series 65 and Life & Health Insurance license required.

Responsibilities

• Build genuine relationships with prospective clients and design personalized financial plans using non-traditional tools and strategies.
• Present and pitch financial plans with confidence to close new client relationships.
• Own the onboarding process end-to-end from initial meeting to active client.
• Serve as primary contact for assigned clients with timely communication (24–48 hours).
• Coordinate with Senior Advisors to design strategies, prepare financial summaries, performance reports, and quotes.
• Manage and regularly update client portfolios and maintain CRM records.

Education

Bachelor’s degree

Job description

Waystone Advisors is recruiting a Wealth Design Advisor to help high-earning clients achieve financial independence through non-traditional investment strategies. This fully remote role includes building personalized plans, presenting results, and guiding clients from first meeting to active status.

You will collaborate with Senior Advisors to tailor strategies, deliver clear summaries, and maintain meticulous CRM records while expanding the client base and advancing toward senior advisory