Senior Wealth Advisor - Remote - WFH -

About Us:

We are on a mission to empower financial advisors to deliver outstanding value to their clients—on their own terms. Whether it's providing the latest technology, marketing support, or mentoring, we help advisors grow their practices and achieve success.

We've reimagined the wealth management experience. From finding a financial advisor to customizing and managing an entire financial portfolio in one place, our platform allows clients to simplify their financial lives, reduce their tax bills, and invest with confidence.

Led by industry experts with a blend of wealth management, fintech, and technology expertise, we're supported by top-tier investors and venture capital firms. Joining our team means being part of a dynamic group of entrepreneurs and innovators committed to helping our clients thrive. If you're someone who enjoys tackling challenges and doing things the right way, this is the place for you!

Who We're Looking For:

We are seeking an entrepreneurial financial advisor who puts clients first and is backed by modern tools and technology. In this role, you'll have full autonomy to grow your client base while serving your clients with the highest level of care. Your primary responsibility will be to identify client needs, communicate how you can help manage their wealth more effectively, and showcase the unique value you bring to the table.

With access to cutting-edge technology that streamlines prospecting, eliminates administrative tasks, and sets you apart from other financial advisors, this opportunity is more than just a traditional wealth management role—it's a chance to make a meaningful impact on the financial industry and shape the future of wealth management.

What We Offer:

Maximum autonomy to grow your client base
Industry-leading technology and support to help you succeed
Opportunities to shape the future of wealth management
A collaborative, entrepreneurial environment
Key Responsibilities:

Convert prospects into clients and turn clients into enthusiastic advocates
Use data-driven tools to source prospects and build lasting relationships
Provide personalized financial guidance to help clients reach their goals
What We're Looking For:

Proven success in acquiring new wealth management relationships
A passion for helping clients succeed and a dedication to your craft
Up-to-date knowledge of investment products and services
Excellent communication skills with a focus on empathy, understanding, and confidence
Series 65 or equivalent certification; clean U4
Existing client base

Transition Support:

We make transitioning your existing client base seamless. From creating a transition plan to managing administrative tasks, we support you every step of the way to ensure a smooth process for you and your clients.

Compensation:

We offer a competitive compensation plan with top-tier payouts and equity opportunities. If you're ready to grow your book of business faster, with better tools and less administrative work, let's talk.

Location:

This role is fully remote. Whether you're in San Francisco, Boise, New York, Jacksonville, Los Angeles, or Atlanta, we've got you covered.
Employment Type: Full-Time
Salary: $ 45,000.00 Per Year