Senior Wealth Management Advisor - RIA

*Run Your Own RIA with Turn-Key Support!*

Our client is an award-winning, non-custodial RIA support platform recognized as one of the top RIAs in the country and celebrated as one of the best places to work in the financial services industry. With a proven track record of empowering advisors, our platform offers a fast-paced and innovative environment designed to support your success. Our Net Promoter Score (NPS) of 85 for advisors, far above the industry average of 44, is a testament to the value we provide in helping advisors grow and thrive with best-in-class tools and services.

Location:

Hiring anywhere in the U.S. Work from anywhere!

Who Were Looking For:

• Advisors with a book of business between $50M-$300M AUM who want to open their own brokerage or existing RIAs who need operational support and want to grow their business.
• 5-10+ years of experience in a financial servicing role.
• CFP preferred, Series 7, 66, or 63, and 65 licenses required.

What Youll Get:

*Turn-key Operations : From compliance and tech to internal marketing and business development coaching, we offer everything you need to run your own business successfully.

*Business Development Support: Personalized coaching and strategic guidance to grow and scale your business effectively.

*Dedicated Marketing Support: This includes a marketing stipend to help you with anything from seminars to digital advertising to get started.

*Tech Stack & Platforms : Includes Salesforce, Money, Orion, Fidelity, and Schwab.

*Compliance Support : Weve got your back on regulatory matters.

Unlimited income!

• 100% payout
• Sign-on Bonus

Qualifications:

• Expertise in wealth management, investment management, and financial planning.
• Demonstrated ability to generate revenue