Wealth Management Advisor (Remote)

Club Level Consulting; United States; Remote; USD 80,000 - 150,000; Full time

Job summary

Join a forward-thinking firm that prioritizes your success and offers a collaborative environment. This exceptional opportunity allows you to take full equity ownership of your book while enjoying a higher payout structure than traditional firms. With no prospecting required, you can focus on what you do best—advising clients. Benefit from a robust support system that includes marketing, compliance, and technology, all while enjoying the flexibility of remote work. If you’re an experienced advisor with a passion for fee-based financial planning, this is the chance to elevate your career in a supportive, collegial atmosphere.

Benefits

100% paid complete benefits package

Above industry-standard revenue payout

Complete flexibility of work location

Support staff and back office assistance

Qualifications

• Experienced advisor with over $20 million in advisory AUM.
• Active FINRA Series 65 or 66 license required.

Responsibilities

• Provide comprehensive advisory services to clients.
• Maintain ethical and professional behavior in compliance with regulations.

Skills

Advisory Services

Financial Planning

Client Management

Ethical Compliance

Education

Certified Financial Planner (CFP)

FINRA Series 65 or 66 License

Tools

State-of-the-art Technology Platform

Job description

About the job

Would you like to be part of a collaborative, energized team that values your ideas and opinions? We are partnered with a reputable Registered Investment Advisor (RIA) looking for an exceptional candidate to join their team. If you are a great advisor and the following resonates with you, we invite you to explore this opportunity of a lifetime confidentially.

Is any of this important to you?

• Full equity ownership of your book
• W-2 employee model with a much higher payout than the wires
• Payout/Grid is 50% <$500k and 75% >$500k T12
• Receiving full support for your practice that includes support staff, back office, marketing, compliance, licensing and registration, plus a dedicated transition team
• No prospecting! The firm utilizes a robust content marketing strategy that will put qualified lead appointments right on your calendar
• Comprehensive, non-captive platform and multiple streams of recurring revenue
• Working with the most comprehensive, state-of-the-art technology platform
• Investments, advisory services, and a robust virtual family office structure
• The protection of using a multi-custodial platform of Schwab & Fidelity
• Ability to work remotely from anywhere and take off as many days as you'd like

What would it take for you to be successful with this firm?

• You are an experienced advisor with greater than $20 million in advisory AUM
• Have an active FINRA Series 65 or 66 license
• Maintain the Certified Financial Planner (CFP) designation (preferred)
• Are interested in working in an all-fee-based advisory environment (residual brokerage is allowed)
• Subscribe to a fee-based financial planning philosophy
• Interested in and enjoy working in a collegiate environment
• Demonstrated ethical and professional behavior, adhering to industry regulations and compliance standards.

Perks you'll benefit from by working with this firm:

• Above industry-standard revenue payout compensation of between 50-75%
• 100% paid complete benefits package, such as health care, 401k, ST/LT disability, dental, and vision
• Enjoy a true lifestyle practice with complete flexibility of work location and time spent in or out of the office

We are here to support you and your practice. Let’s make it happen!

Apply today and we look forward to learning more about you.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Finance and Sales