Wealth Management Advisor

The Agency; United States; Remote; USD 75,000 - 300,000; Full time

Job summary

A leading financial services firm is seeking a Wealth Management Advisor to join their remote team in the U.S. The successful candidate will focus on developing new client relationships and providing comprehensive financial solutions. With a flexible compensation structure and support in a collaborative culture, this opportunity is ideal for experienced professionals looking to make a significant impact in wealth management.

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k)

Flexible Work Environment

Qualifications

• Minimum 5 years of experience in financial advising or wealth management.
• A portable book of business is strongly preferred.
• Required Licenses: Series SIE, Series 7 or 6, Series 63.

Responsibilities

• Proactively source and acquire new client relationships through networking.
• Provide holistic financial planning services including investment management.
• Manage and grow your own book of business while delivering exceptional client service.

Skills

Client Acquisition

Business Development

Financial Planning

Education

CFP designation

Life & Health License

Long-Term Care License

Job description

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Banking and Finance Recruitment Specialist at The Agency

Job Title: Wealth Management Advisor

Location: United States (Remote)

Company Overview:

This is a client-focused financial services firm committed to providing comprehensive, holistic financial planning for individuals, families, and business owners. Their approach integrates wealth management and insurance solutions to help clients achieve long-term financial security, generational planning, and peace of mind.

Position Summary:

They are seeking a highly motivated and experienced Wealth Management Advisor to join their team remotely throughout the United States. The ideal candidate will be responsible for both developing new client relationships and maintaining a high level of service with existing clients. A portable book of business is strongly preferred.

Key Responsibilities:

• Proactively source and acquire new client relationships through networking, referrals, and strategic business development.
• Provide holistic financial planning services, including investment management, retirement planning, insurance analysis, and estate planning.
• Manage and grow your own book of business while delivering exceptional client service and support.
• Develop customized financial plans tailored to the specific needs and goals of each client.
• Collaborate with internal team members and external partners to implement comprehensive financial strategies.

Qualifications:

• Minimum of 5 years of experience in financial advising or wealth management.
• A book of business is highly preferred.
• Proven track record of successful business development and client retention.
• Required Licenses: Series SIE, Series 7 or 6, and Series 63.
• Preferred Credentials: CFP designation, Life & Health License, and Long-Term Care License.
• Flexible compensation structure, which may include a base salary or a draw.
• Compensation is commensurate with experience and the size of the advisor’s book of business.
• Health, dental, and vision insurance
• Remote work environment.
• Collaborative, team-oriented culture focused on long-term success for both clients and advisors.

Apply Today:

If you're an experienced Wealth Management Advisor looking for a flexible, growth-oriented opportunity in a supportive and professional environment, we’d love to hear from you.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development and Production

• Industries

  Investment Banking and Financial Services

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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