Wealth Advisor - Remote

Overview

As a wealth advisor, you’ll work directly with clients in solving their most important financial problems and partner with our technology team to shape the roadmap and provide feedback on our existing tools.

In Short

• Work directly with clients to solve financial problems.
• Partner with technology team to improve tools.
• Focus on advising and building business.
• Experience with HNW and UHNW individuals.
• Relevant accreditation required (CFP, CPA, Series 65).
• Self-starting and independent work style.
• High energy and strategically focused.
• Comfortable in a high-growth environment.
• Impact on the tools used for client advising.
• Work culture designed to maximize effectiveness.

Requirements

• 5+ years of experience advising HNW+ clients.
• Relevant accreditation (Series 65, CFP, or equivalent).
• Desire to influence tools for better planning.
• Ability to work independently.
• High energy and strategic mindset.
• Comfortable with change in a high-growth setting.

Benefits

• Compensation based on revenue structure.
• Supportive team environment.
• Focus on maximizing effectiveness.
• Diverse and inclusive culture.