Remote Senior Wealth Advisor
2 weeks ago
Location: Remote - Open to candidates nationwide
Job Type: Full-time | Remote | Wealth Management
- Ability to transition $25M+ in client assets within your first year
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
- 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
- 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.
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