Senior Investment Advisor (IAR) — Remote, Flexible Growth

Exemplar Companies Inc.; United States; Remote; USD 150,000 - 250,000; Full time

Job summary

Exemplar Wealth Advisors is seeking an experienced Investment Advisor Representative (IAR) to join its growing RIA platform. The role targets advisors with an established client base who seek a more flexible, fully integrated ecosystem and the ability to monetize additional services across tax, legal, estate planning, and capital markets.

You will manage relationships, grow assets, and collaborate with Exemplar professionals to deliver comprehensive wealth solutions from a single, integrated

Qualifications

• Established investment/wealth advisor with an existing book of business.
• Demonstrated experience managing client relationships and investment portfolios.
• Series 65 required or ability to satisfy registration.
• Proven ability to retain clients and grow assets under management.
• Strong investment, communication, and relationship-management skills.
• Entrepreneurial mindset and ability to operate independently.
• Commitment to fiduciary, client-first approach.
• Alignment with Exemplar's values and culture.

Responsibilities

• Serve as an Investment Advisor Representative (IAR) of Exemplar Wealth Advisors.
• Bring and continue to manage an existing book of business and client relationships.
• Grow assets under management and develop new client relationships.
• Provide investment management, portfolio construction, asset allocation, and comprehensive wealth planning.
• Identify additional opportunities to serve existing clients through Exemplar's platform.
• Build relationships with HNW/UHNW individuals, families, entrepreneurs, executives, and business owners.
• Collaborate with Exemplar professionals across wealth management, tax, legal, insurance, capital markets, and business advisory.
• Utilize Exemplar's technology and platform to enhance client service, efficiency, and growth.
• Participate in networking, referrals, and business development activities.
• Maintain compliance with applicable regulations and firm policies.

Skills

Investments

Client relationships

Communication

Entrepreneurial mindset

Independent work

Education

Series 65

CFP designation

Job description

Exemplar Wealth Advisors is seeking an experienced Investment Advisor Representative (IAR) to join its growing RIA platform. The role targets advisors with an established client base who seek a more flexible, fully integrated ecosystem and the ability to monetize additional services across tax, legal, estate planning, and capital markets.

You will manage relationships, grow assets, and collaborate with Exemplar professionals to deliver comprehensive wealth solutions from a single, integrated