Wealth Design Strategist - Remote with Alternatives

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

Benefits offered by this job

Fully remote work

Job summary

Waystone Advisors, a leading independent, SEC-registered firm, is seeking a Wealth Design Advisor to help high-earning clients achieve financial independence through traditional and alternative strategies. This remote role offers a strong base salary with a substantial bonus potential and opportunities for growth into senior advisory roles.

You’ll work with a talented team to design personalized financial plans, manage onboarding, and maintain proactive client communication while representing

Qualifications

• Active Series 65 and Life & Health Insurance licenses required.
• 2–5 years of experience in financial planning, wealth management, or a client-facing advisory role.
• Experience with lines of credit and alternative investment strategies; exposure to real estate investing is a strong asset.

Responsibilities

• Build genuine relationships with prospective clients and develop personalized financial plans using traditional and alternative strategies.
• Present financial plans with confidence and convert prospective clients into new relationships.
• Own the client onboarding experience from initial meeting through full implementation.
• Provide timely, proactive communication throughout the client journey.
• Assess each client’s income, expenses, insurance coverage, financial goals, tax considerations, and risk tolerance to help develop the right strategy.
• Collaborate with Senior Advisors to prepare financial plans, portfolio recommendations, performance reports, and other client materials.
• Manage client portfolios, meeting preparation, CRM records, and electronic client files with high accuracy.

Skills

Analytical skills

Client relationship

Strong communication

Education

Series 65 license

Life & Health Insurance license

Job description

Waystone Advisors, a leading independent, SEC-registered firm, is seeking a Wealth Design Advisor to help high-earning clients achieve financial independence through traditional and alternative strategies. This remote role offers a strong base salary with a substantial bonus potential and opportunities for growth into senior advisory roles.

You’ll work with a talented team to design personalized financial plans, manage onboarding, and maintain proactive client communication while representing