Wealth Management Advisor

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

Serv, a global executive recruitment partner, is hiring on behalf of our client Waystone Advisors for a Wealth Design Advisor.

Join the Team:

Most financial firms are built around one finish line: retirement at 65. Save enough, wait long enough, and eventually you may have the freedom to stop working.

Waystone Advisors believes there’s a better way.

Founded in 2011, Waystone is built around the belief that financial independence isn’t a retirement date—it’s about creating the freedom to make work optional. They help high earners, including physicians, pilots, tech professionals, entrepreneurs, and real estate investors, build wealth and passive income with the goal of achieving that freedom years, or even decades, earlier.

As an independent, SEC-registered firm, Waystone answers to its clients rather than a traditional product shelf. This allows the team to bring together traditional investments with alternative strategies, including real estate, giving clients access to opportunities historically more common among the ultra-wealthy.

Their mission is simple: make your money work harder than you do.

Waystone believes financial independence may be closer than many people realize. Every advisor on the team plays a direct role in helping clients see what’s possible and build a strategy to get there.

To learn more, explore these resources: Bonnie Koo, Austin Dean: Why 401(k)s Are ‘Money Jail’, 3 Nontraditional Strategies the Wealthy Use

Position Responsibilities:

As a Wealth Design Advisor, you’re not simply managing a book of business. You’re helping clients build a path toward making work optional. Every plan you create is designed to move someone closer to greater financial independence and flexibility in their life.

This role is for an advisor who sees the limitations of traditional financial planning and wants the ability to offer clients more. At Waystone, you’ll gain exposure to alternative investment strategies that many advisors never have the opportunity to work with, while building a growing client base and developing your expertise.

Within your first 16 months, you’ll have a clear path toward increased responsibility and growth into a senior advisor role.

This role includes:

• Build genuine relationships with prospective clients and develop personalized financial plans using Waystone’s traditional and alternative strategies.
• Present financial plans with confidence, clearly communicating recommendations and converting prospective clients into new relationships.
• Own the client onboarding experience from the initial meeting through full implementation.
• Serve as a primary point of contact, providing 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.
• Partner closely 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 a high level of accuracy and organization.
• Identify opportunities for growth by building strong relationships and generating referrals from existing clients.
• Represent Waystone’s core values of Authenticity, Integrity, Innovation, Excellence, and Community in every client interaction.

Success in this role means clients don't simply understand what Waystone is recommending. They understand why it matters, trust the strategy and feel confident taking action.

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.
• 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.
• 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

Our Ideal Teammate Is Someone Who:

• Is confident without being arrogant
• Is naturally curious and highly coachable
• Leaves their ego outside the meeting
• Knows how to teach rather than simply tell
• Can make complicated financial ideas feel clear and actionable
• Is comfortable respectfully challenging a client when their actions aren't aligned with the goals they've established
• Communicates quickly and consistently
• Takes ownership of the client experience
• Is energized by a high-growth environment
• Believes financial planning can do more than prepare someone to retire
• Wants to build something meaningful with a team challenging the traditional way of doing things
• Is excited by the possibility of representing Waystone publicly through conferences, podcasts and other opportunities

The strongest fit may be an advisor who already feels that something is missing from traditional financial planning.

You've learned the industry. You know how to advise clients. But you've also started asking whether there's a better way to help people use their wealth to create freedom now, rather than someday.

If that sounds familiar, Waystone wants to meet you.

Hiring Process

We take our hiring process seriously and evaluate candidates based on both capability and culture fit. Our goal is to ensure you step into a role where you feel genuinely excited and fulfilled. That’s important for you, and it’s equally important for us. Below is a snapshot of what you can expect throughout our hiring process.

Please note that steps may vary slightly depending on the position.

Step One: Video Interview with Serv Recruitment

Step Two: Video Interview with Waystone Leadership

Step Three: Video Interview with additional team members

Step Four: Final Interview & Hiring Decision

• Comprehensive health and dental benefits
• Generous paid time off and company holidays
• Employer-supported retirement savings
• Fully remote work environment
• Professional development and ongoing learning opportunities
• Support for additional training and industry designations
• Opportunities for industry exposure, including events and speaking engagements
• Periodic in-person team gatherings

Location: Fully Remote, United States

Salary: $120,000 to $150,000 base salary + bonus

This role offers a strong performance-based compensation structure with significant upside. Starting base compensation is approximately $120,000, with the opportunity to earn a 50% performance bonus based on achieving individual onboarding and revenue goals.

Serv uses AI tools in our recruitment process, including developing job postings and note-taking during interviews. AI is not used to screen, assess, or select candidates. All resumes are reviewed by a human, and all hiring decisions are made by humans. Any AI-generated output used during the recruitment process is reviewed by a human before action is taken.