Senior Wealth Advisor

Remote, USA

Posted Jun 12, 2026

Full-time

This is a remote position.

Senior Wealth Advisor

Fee-Only Registered Investment Advisor Platform

Overview

We are seeking an experienced Senior Wealth Advisor to join a modern, technology-enabled wealth management platform. This role is designed for independent advisors who want to maintain full control of their practice while leveraging institutional-grade technology, marketing, compliance, and operational support to scale efficiently.

Ideal Candidate Profile

This role is intended for active financial advisors currently managing a portable, fee-based book of business with a minimum of $25M in AUM. Candidates should be client-first, growth-oriented, and comfortable operating in an independent or 1099 environment.

Key Responsibilities

Serve as the primary advisor for a personal book of clients, delivering comprehensive wealth management services

Manage and grow client relationships across financial planning, portfolio construction, and ongoing advisory services

Customize client portfolios, including access to traditional and alternative investment solutions

Retain full ownership and discretion over investment philosophy and client strategy

Collaborate with internal client service, compliance, and operations teams to ensure a seamless client experience

Actively grow the practice through referrals, marketing initiatives, and personal business development strategies

Platform Support Provided

Unified, proprietary technology platform integrating CRM, operations, compliance, and marketing

Built-in compliance and risk management services allowing advisors to focus on client relationships

Dedicated client service and operational support for day-to-day account management

Marketing support including digital campaigns, content, and SEO with compliance oversight

Multi-custodial infrastructure with leading custodians

Remote-first operating model with optional access to flexible office space

Compensation & Structure

Independent contractor (1099) structure

Compensation customized based on advisor production and preferences

Revenue participation with potential equity upside

No forced product sales or proprietary investment requirements

Requirements

Minimum $25M in portable, fee-based AUM

Active Series 65 or equivalent registration

Proven experience advising high-net-worth or mass affluent clients

Strong client relationship management and business development skills

Entrepreneurial mindset with the ability to operate independently

Benefits

Firm Characteristics

Fee-only registered investment advisory platform

Multi-custodial model

Remote and flexible work environment

Venture-backed, growth-stage firm

Why This Role

This opportunity is ideal for advisors who want autonomy without isolation. You keep control of your clients and investment decisions while gaining the infrastructure, technology, and support typically only available at much larger firms.

Apply Now

Senior Wealth Advisor

Requirements

Benefits

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