Vice President, Advisor

The KXN; United States; Hybrid; USD 150,000 - 400,000; Full time

Benefits offered by this job

Hybrid flexibility

W-2, Full Benefits

Performance incentives

Job summary

The KXN is seeking an experienced Wealth Advisor to join its growing team in a remote capacity with hybrid flexibility. You will build and manage relationships with HNW and UHNW clients, design comprehensive wealth plans, and drive revenue growth within a growth-oriented wealth management firm.

This role offers guaranteed compensation of $150K-$400K plus additional payout and grid-based revenue multipliers, W-2 benefits, and the opportunity to scale a practice.

Qualifications

• Proven success in wealth management, financial advisory, and business development.
• Demonstrated experience serving HNW and UHNW clients.
• Strong track record of generating revenue, building referral networks, and developing client relationships.
• Entrepreneurial mindset with a focus on growth, client experience, and long-term relationship management.
• Excellent communication, leadership, and strategic planning skills.
• Proficiency with CRM platforms and Microsoft Office.

Responsibilities

• Build and grow relationships with HNW and UHNW clients.
• Drive new business through referrals, COIs, and professional partnerships.
• Develop and execute growth strategies to increase assets under management and client base.
• Deliver a high-touch advisory experience through wealth management and planning solutions.
• Collaborate with portfolio management and leadership to provide holistic client solutions.
• Strengthen market presence, expand referral networks, and identify opportunities.
• Mentor advisors and contribute to strategic growth initiatives.

Skills

Communication

Leadership

Strategic planning

Entrepreneurial mindset

Growth mindset

Client relationship management

Tools

CRM platforms

Microsoft Office

Job description

Guaranteed Compensation: $150K-$400K + Additional Payout + Grid-Based Revenue Multipliers

An established Registered Investment Advisor (RIA) is seeking an experienced, growth-minded Wealth Advisor to join its team in a remote capacity. This is an exciting opportunity for an advisor with a strong track record of business development, high-net-worth client relationships, and revenue generation to expand their practice within a growth-oriented wealth management firm.

Key Responsibilities

• Build and grow relationships with HNW and UHNW clients.
• Drive new business through referrals, strategic networking, Centers of Influence (COIs), and professional partnerships.
• Develop and execute growth strategies to increase assets under management, client acquisition, and long-term retention.
• Deliver a high-touch advisory experience through comprehensive wealth management and financial planning solutions.
• Collaborate with portfolio management, financial planning, and executive leadership to provide holistic client solutions.
• Strengthen market presence, expand referral networks, and identify new business opportunities.
• Mentor advisors and contribute to strategic initiatives that support the firm's continued growth.

Qualifications

• Proven success in wealth management, financial advisory, and business development.
• Demonstrated experience serving HNW and UHNW clients.
• Strong track record of generating revenue, building referral networks, and developing client relationships.
• Entrepreneurial mindset with a focus on growth, client experience, and long-term relationship management.
• Excellent communication, leadership, and strategic planning skills.
• Proficiency with CRM platforms and Microsoft Office.
• $150K-$400K in guaranteed compensation
• Additional payout opportunities
• Grid-based revenue multipliers
• Hybrid flexibility
• W-2, Full Benefits
• Opportunity to grow a practice and maximize earning potential

This is an excellent opportunity for an established Wealth Advisor seeking a strong platform, an attractive compensation structure, and the ability to drive meaningful business growth.