RIA Launch Leader & Senior Wealth Advisor

SKYLINE WEALTH STRATEGIES, LLC; Austin (TX); On-site; USD 120,000 - 170,000; Full time

Job summary

Skyline Wealth Strategies, LLC seeks a licensed RIA Operator/Senior Wealth Advisor to establish and operate the firm’s new Registered Investment Advisor entity. You will lead as the responsible person, advise high-net-worth clients, and align onboarding, planning, and managed allocations with Skyline’s platform.

Ideal candidates bring Series 65, experience with RIA/IAR roles, and a collaborative, planning-first approach. On-site Austin presence is required, with hybrid consideration possible.

Qualifications

• Active Series 65 or equivalent registration.
• Experience managing HNW advisory relationships ($1M-$25M accounts).
• Comfortable with turnkey platforms and third-party SMAs.
• RIA or IAR experience preferred (startup or tuck-in).
• Strong communicator who thrives in a planning-first environment.

Responsibilities

• Hold or qualify to hold the RIA license and serve as the responsible person / operator.
• Lead advisor for new and existing managed account clients.
• Partner with Skyline on family onboarding, planning, and managed allocations.
• Oversee fiduciary compliance and collaborate with CCO partners.
• Build an RIA operation that scales with Skyline’s planning-led front office.

Skills

Strong communicator

HNW relationships

Planning-first mindset

Education

Series 65 registration

Tools

Outsourced CIOs

Job description

Skyline Wealth Strategies, LLC seeks a licensed RIA Operator/Senior Wealth Advisor to establish and operate the firm’s new Registered Investment Advisor entity. You will lead as the responsible person, advise high-net-worth clients, and align onboarding, planning, and managed allocations with Skyline’s platform.

Ideal candidates bring Series 65, experience with RIA/IAR roles, and a collaborative, planning-first approach. On-site Austin presence is required, with hybrid consideration possible.