Remote Wealth Growth Advisor - Shape Financial Independence

SERV Recruitment LTD.; United States; On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Fully remote work environment

Professional development and ongoing学习

Job summary

Waystone Advisors is hiring a Wealth Growth Advisor to help clients advance toward financial independence. You’ll review progress with existing Waystone clients, evolve their financial strategy, and identify opportunities to accelerate their path to independence.

The role emphasizes deep, ongoing client relationships rather than transactional work. Ideal candidates bring 2–5 years in financial planning or wealth management, hold Series 65 and Life & Health Insurance licenses, and demonstrate

Qualifications

• Active Series 65 and Life & Health Insurance licenses required.
• 2 to 5 years of experience in financial planning, wealth management or a client-facing advisory role.
• Experience managing ongoing client relationships and evolving financial plans as clients’ circumstances change.
• Strong analytical skills and attention to detail.
• Comfortable leading thoughtful, consultative client conversations without relying on a script.
• Skilled at building trusted relationships and understanding each client’s goals, priorities and financial picture.
• Able to proactively identify opportunities to improve or evolve a client’s financial strategy.
• Strong communication skills with the ability to provide consistent, timely follow-up.
• Proactive and dependable, with a strong sense of ownership and follow-through.
• Comfortable working independently, managing priorities and determining next steps.
• Able to think beyond traditional financial planning approaches and develop strategies tailored to each client’s needs.

Responsibilities

• Conduct ongoing client reviews, assessing progress toward financial independence goals and identifying opportunities to accelerate timelines.
• Adapt and evolve client plans as their income, risk tolerance, investment access and life circumstances change.
• Proactively introduce clients to alternative investment strategies and tools as they become relevant to their plan.
• Serve as the primary advisor for assigned clients, providing timely, proactive communication and responding within 24 to 48 hours.
• Build trusted, long-term relationships with clients and understand how their goals and financial picture evolve over time.
• Collaborate with the broader advisory team to ensure clients have access to the full depth of Waystone’s capabilities.
• Identify opportunities to expand Waystone’s work with existing clients as their needs grow, including referrals.
• Maintain accurate CRM records, meeting notes and client files.
• Represent Waystone’s core values of Authenticity, Integrity, Innovation, Excellence and Community in every client interaction.

Skills

Series 65 license

Life & Health Insurance licenses

Client relationship management

Financial planning

Tools

CRM software

Job description

Waystone Advisors is hiring a Wealth Growth Advisor to help clients advance toward financial independence. You’ll review progress with existing Waystone clients, evolve their financial strategy, and identify opportunities to accelerate their path to independence.

The role emphasizes deep, ongoing client relationships rather than transactional work. Ideal candidates bring 2–5 years in financial planning or wealth management, hold Series 65 and Life & Health Insurance licenses, and demonstrate