Remote Senior Wealth Advisor – RIA Firm

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Location: Remote – Open to candidates nationwide
Job Type: Full-time | Remote | Wealth Management

• Ability to transition $25M+ in client assets within your first year
  

A nationally expanding Registered Investment Advisory (RIA) firm is actively hiring experienced Wealth Advisors across key markets. This is a remote role with the tools, support, and flexibility to grow your business on your terms.
What You’ll Do

• Manage and grow client relationships with high-net-worth individuals and families
• Provide comprehensive financial planning and investment guidance
• Offer expertise in tax, estate, and retirement strategies
• Collaborate with a modern team using advanced financial technology
• Support client transitions from legacy brokerage or wirehouse firms
  

What You Bring

• Proven success as a Financial Advisor or Wealth Manager
• Ability to transition $25M+ in client assets within your first year
• Strong client relationship and planning skills
• Experience with HNW clients preferred
• Cannot be currently employed by Fidelity or Charles Schwab
  

Why Join This Firm

• Fully remote and flexible work environment
• National growth strategy with strong leadership backing
• Equity opportunities, performance-based bonuses, and top-tier benefits
• Unlimited PTO, 401(k), and health coverage
  

This firm is hiring 30 advisors over the next 12 months. All conversations are confidential. Apply now to explore the opportunity.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Sales, and Accounting/Auditing

• Industries

  Investment Management, Investment Banking, and Financial Services

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