Remote Senior Wealth Advisor RIA Firm
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 Youll 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.
Senior Wealth Advisor • Miami, FL, US